CWM
EPI icon

Concert Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Concert Wealth Management’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
Q4 		– Sell
-4,516
Closed -$98K – 587
2016
Q3 		$98K Buy
+4,516
New +$96.6K 0.01% 748
2015
Q1 		– Sell
-10,054
Closed -$222K – 523
2014
Q4 		$222K Buy
+10,054
New +$226K 0.03% 547

Other funds holding EPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RMPT
Raytheon Master Pension Trust Waltham, Massachusetts $140M AUM 5.65% 1-Year Est. Return

Concert Wealth Management's EPI Position: Q4 2016 in Review

Concert Wealth Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2016, closing a stake of 4,516 shares — an estimated $98K sold.

Concert Wealth Management first reported a position in EPI in Q4 2014 and held it in 2 quarters. The position peaked at $222K in Q4 2014. 138 funds tracked by Wall St. Rank hold EPI as of Q4 2016.

  • Concert Wealth Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 4,516 WisdomTree India Earnings Fund ETF shares in Q4 2016, an estimated $98K.
  • Concert Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2014 and held it in 2 quarters.
  • Concert Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $222K in Q4 2014.
  • 138 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.