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Benjamin F. Edwards & Company’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Benjamin F. Edwards & Company’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
Q4 		– Sell
-6,241
Closed -$149K – 1885
2019
Q3 		$149K Sell
6,241
-1,990
-24% -$47.8K 0.01% 636
2019
Q2 		$214K Sell
8,231
-4,056
-33% -$105K 0.02% 512
2019
Q1 		$324K Sell
12,287
-898
-7% -$22K 0.03% 410
2018
Q4 		$327K Buy
13,185
+477
+4% +$11.1K 0.03% 379
2018
Q3 		$306K Buy
12,708
+1,446
+13% +$37.6K 0.03% 430
2018
Q2 		$283K Buy
11,262
+2,267
+25% +$58.9K 0.03% 437
2018
Q1 		$236K Buy
8,995
+3,496
+64% +$96.2K 0.02% 458
2017
Q4 		$153K Buy
5,499
+182
+3% +$4.85K 0.02% 550
2017
Q3 		$134K Buy
5,317
+253
+5% +$6.58K 0.02% 541
2017
Q2 		$124K Buy
5,064
+38
+0.8% +$942 0.02% 524
2017
Q1 		$121K Buy
5,026
+2,200
+78% +$49K 0.02% 517
2016
Q4 		$57K Buy
+2,826
New +$58.7K 0.01% 591

Other funds holding EPI

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Benjamin F. Edwards & Company's EPI Position: Q4 2019 in Review

Benjamin F. Edwards & Company sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2019, closing a stake of 6,241 shares — an estimated $149K sold.

Benjamin F. Edwards & Company first reported a position in EPI in Q4 2016 and held it in 12 quarters. The position peaked at $327K in Q4 2018. 162 funds tracked by Wall St. Rank hold EPI as of Q4 2019.

  • Benjamin F. Edwards & Company reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2019 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 6,241 WisdomTree India Earnings Fund ETF shares in Q4 2019, an estimated $149K.
  • Benjamin F. Edwards & Company first reported a position in WisdomTree India Earnings Fund ETF in Q4 2016 and held it in 12 quarters.
  • Benjamin F. Edwards & Company's WisdomTree India Earnings Fund ETF position peaked at $327K in Q4 2018.
  • 162 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2019.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2019, filed 6 Feb 2020.