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Citizens Financial Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Citizens Financial Group’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
2020
Q1 		– Sell
-185
Closed -$5K – 1143
2019
Q4 		$5K Hold
185
– – ﹤0.01% 863
2019
Q3 		$4K Buy
185
+1
+0.5% +$24 ﹤0.01% 697
2019
Q2 		$5K Buy
184
+1
+0.5% +$26 ﹤0.01% 657
2019
Q1 		$5K Buy
+183
New +$4.49K ﹤0.01% 599

Other funds holding EPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citizens Financial Group's EPI Position: Q1 2020 in Review

Citizens Financial Group sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2020, closing a stake of 185 shares — an estimated $5K sold.

Citizens Financial Group first reported a position in EPI in Q1 2019 and held it in 4 quarters. The position peaked at $5K in Q4 2019. 126 funds tracked by Wall St. Rank hold EPI as of Q1 2020.

  • Citizens Financial Group reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2020 after selling out during the quarter.
  • Citizens Financial Group sold 185 WisdomTree India Earnings Fund ETF shares in Q1 2020, an estimated $5K.
  • Citizens Financial Group first reported a position in WisdomTree India Earnings Fund ETF in Q1 2019 and held it in 4 quarters.
  • Citizens Financial Group's WisdomTree India Earnings Fund ETF position peaked at $5K in Q4 2019.
  • 126 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2020.

Based on Citizens Financial Group's 13F filing for Q1 2020, filed 8 May 2020.