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Bradley Foster & Sargent’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Bradley Foster & Sargent’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
2013
Q3 		– Sell
-18,000
Closed -$292K – 342
2013
Q2 		$292K Buy
+18,000
New +$320K 0.02% 275

Other funds holding EPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Bradley Foster & Sargent's EPI Position: Q3 2013 in Review

Bradley Foster & Sargent sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2013, closing a stake of 18,000 shares — an estimated $292K sold.

Bradley Foster & Sargent first reported a position in EPI in Q2 2013 and held it in 1 quarter. The position peaked at $292K in Q2 2013. 114 funds tracked by Wall St. Rank hold EPI as of Q3 2013.

  • Bradley Foster & Sargent reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2013 after selling out during the quarter.
  • Bradley Foster & Sargent sold 18,000 WisdomTree India Earnings Fund ETF shares in Q3 2013, an estimated $292K.
  • Bradley Foster & Sargent first reported a position in WisdomTree India Earnings Fund ETF in Q2 2013 and held it in 1 quarter.
  • Bradley Foster & Sargent's WisdomTree India Earnings Fund ETF position peaked at $292K in Q2 2013.
  • 114 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2013.

Based on Bradley Foster & Sargent's 13F filing for Q3 2013, filed 13 Nov 2013.