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Clearwater Capital Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

Clearwater Capital Advisors’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
2018
Q2 		– Sell
-801
Closed -$24K – 292
2018
Q1 		$24K Buy
+801
New +$25.3K 0.01% 361

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DLIC
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
MWM
Marietta Wealth Management Marietta, Georgia $841M AUM 21.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Clearwater Capital Advisors's EPS Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of WisdomTree US LargeCap Fund (EPS) in Q2 2018, closing a stake of 801 shares — an estimated $24K sold.

Clearwater Capital Advisors first reported a position in EPS in Q1 2018 and held it in 1 quarter. The position peaked at $24K in Q1 2018. 36 funds tracked by Wall St. Rank hold EPS as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining WisdomTree US LargeCap Fund position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 801 WisdomTree US LargeCap Fund shares in Q2 2018, an estimated $24K.
  • Clearwater Capital Advisors first reported a position in WisdomTree US LargeCap Fund in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's WisdomTree US LargeCap Fund position peaked at $24K in Q1 2018.
  • 36 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.