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Bell Rock Capital’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Bell Rock Capital’s Portfolio EPI Stock Details EPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-3,003
Closed -$79K – 400
2019
Q1 		$79K Buy
3,003
+3
+0.1% +$74 0.05% 190
2018
Q4 		$74K Buy
+3,000
New +$70.1K 0.05% 199

Other funds holding EPI

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Bell Rock Capital's EPI Position: Q2 2019 in Review

Bell Rock Capital sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2019, closing a stake of 3,003 shares — an estimated $79K sold.

Bell Rock Capital first reported a position in EPI in Q4 2018 and held it in 2 quarters. The position peaked at $79K in Q1 2019. 169 funds tracked by Wall St. Rank hold EPI as of Q2 2019.

  • Bell Rock Capital reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2019 after selling out during the quarter.
  • Bell Rock Capital sold 3,003 WisdomTree India Earnings Fund ETF shares in Q2 2019, an estimated $79K.
  • Bell Rock Capital first reported a position in WisdomTree India Earnings Fund ETF in Q4 2018 and held it in 2 quarters.
  • Bell Rock Capital's WisdomTree India Earnings Fund ETF position peaked at $79K in Q1 2019.
  • 169 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2019.

Based on Bell Rock Capital's 13F filing for Q2 2019, filed 31 Jul 2019.