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Berman Capital Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Berman Capital Advisors’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
Q1 		– Sell
-21,600
Closed -$535K – 1367
2018
Q4 		$535K Sell
21,600
-3,675
-15% -$85.8K 0.21% 51
2018
Q3 		$609K Buy
25,275
+3,774
+18% +$98.2K 0.26% 45
2018
Q2 		$541K Sell
21,501
-891
-4% -$23.2K 0.19% 56
2018
Q1 		$587K Buy
22,392
+3,130
+16% +$86.1K 0.22% 50
2017
Q4 		$536K Buy
+19,262
New +$514K 0.18% 54

Other funds holding EPI

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
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
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

Berman Capital Advisors's EPI Position: Q1 2019 in Review

Berman Capital Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2019, closing a stake of 21,600 shares — an estimated $535K sold.

Berman Capital Advisors first reported a position in EPI in Q4 2017 and held it in 5 quarters. The position peaked at $609K in Q3 2018. 163 funds tracked by Wall St. Rank hold EPI as of Q1 2019.

  • Berman Capital Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 21,600 WisdomTree India Earnings Fund ETF shares in Q1 2019, an estimated $535K.
  • Berman Capital Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q4 2017 and held it in 5 quarters.
  • Berman Capital Advisors's WisdomTree India Earnings Fund ETF position peaked at $609K in Q3 2018.
  • 163 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2019.

Based on Berman Capital Advisors's 13F filing for Q1 2019, filed 8 May 2019.