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Choate Investment Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Choate Investment 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
2016
Q2 		– Sell
-12,000
Closed -$234K – 234
2016
Q1 		$234K Buy
+12,000
New +$219K 0.02% 227

Other funds holding EPI

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Choate Investment Advisors's EPI Position: Q2 2016 in Review

Choate Investment Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2016, closing a stake of 12,000 shares — an estimated $234K sold.

Choate Investment Advisors first reported a position in EPI in Q1 2016 and held it in 1 quarter. The position peaked at $234K in Q1 2016. 143 funds tracked by Wall St. Rank hold EPI as of Q2 2016.

  • Choate Investment Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2016 after selling out during the quarter.
  • Choate Investment Advisors sold 12,000 WisdomTree India Earnings Fund ETF shares in Q2 2016, an estimated $234K.
  • Choate Investment Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q1 2016 and held it in 1 quarter.
  • Choate Investment Advisors's WisdomTree India Earnings Fund ETF position peaked at $234K in Q1 2016.
  • 143 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2016.

Based on Choate Investment Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.