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Blue Sky Asset Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Blue Sky Asset Management’s Portfolio EPS Stock Details EPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-115,322
Closed -$4.23M – 78
2019
Q4 		$4.23M Buy
+115,322
New +$4.04M 1.22% 24

Other funds holding EPS

PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
22CM
20/20 Capital Management Costa Mesa, California $386M AUM 30.28% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $220M AUM 13.91% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Blue Sky Asset Management's EPS Position: Q1 2020 in Review

Blue Sky Asset Management sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2020, closing a stake of 115,322 shares — an estimated $4.23M sold.

Blue Sky Asset Management first reported a position in EPS in Q4 2019 and held it in 1 quarter. The position peaked at $4.23M in Q4 2019. 64 funds tracked by Wall St. Rank hold EPS as of Q1 2020.

  • Blue Sky Asset Management reported no remaining WisdomTree US LargeCap Fund position as of Q1 2020 after selling out during the quarter.
  • Blue Sky Asset Management sold 115,322 WisdomTree US LargeCap Fund shares in Q1 2020, an estimated $4.23M.
  • Blue Sky Asset Management first reported a position in WisdomTree US LargeCap Fund in Q4 2019 and held it in 1 quarter.
  • Blue Sky Asset Management's WisdomTree US LargeCap Fund position peaked at $4.23M in Q4 2019.
  • 64 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2020.

Based on Blue Sky Asset Management's 13F filing for Q1 2020, filed 5 May 2020.