Clear Perspective Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-4,000	Closed	-$101K	–	228
2018 Q2	$101K	Hold	4,000	–	–	0.07%	188
2018 Q1	$105K	Hold	4,000	–	–	0.08%	186
2017 Q4	$111K	Hold	4,000	–	–	0.08%	178
2017 Q3	$101K	Hold	4,000	–	–	0.08%	181
2017 Q2	$98K	Hold	4,000	–	–	0.08%	169
2017 Q1	$97K	Hold	4,000	–	–	0.06%	164
2016 Q4	$81K	Buy	+4,000	New	+$83.1K	0.05%	171

Other funds holding EPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clear Perspective Advisors's EPI Position: Q3 2018 in Review

Clear Perspective Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2018, closing a stake of 4,000 shares — an estimated $101K sold.

Clear Perspective Advisors first reported a position in EPI in Q4 2016 and held it in 7 quarters. The position peaked at $111K in Q4 2017. 169 funds tracked by Wall St. Rank hold EPI as of Q3 2018.

Clear Perspective Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 4,000 WisdomTree India Earnings Fund ETF shares in Q3 2018, an estimated $101K.
Clear Perspective Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's WisdomTree India Earnings Fund ETF position peaked at $111K in Q4 2017.
169 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.