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Crestwood Advisors Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Crestwood Advisors 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
2018
Q1 		– Sell
-11,700
Closed -$326K – 186
2017
Q4 		$326K Buy
+11,700
New +$312K 0.03% 134

Other funds holding EPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Crestwood Advisors Group's EPI Position: Q1 2018 in Review

Crestwood Advisors Group sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2018, closing a stake of 11,700 shares — an estimated $326K sold.

Crestwood Advisors Group first reported a position in EPI in Q4 2017 and held it in 1 quarter. The position peaked at $326K in Q4 2017. 182 funds tracked by Wall St. Rank hold EPI as of Q1 2018.

  • Crestwood Advisors Group reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2018 after selling out during the quarter.
  • Crestwood Advisors Group sold 11,700 WisdomTree India Earnings Fund ETF shares in Q1 2018, an estimated $326K.
  • Crestwood Advisors Group first reported a position in WisdomTree India Earnings Fund ETF in Q4 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's WisdomTree India Earnings Fund ETF position peaked at $326K in Q4 2017.
  • 182 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2018.

Based on Crestwood Advisors Group's 13F filing for Q1 2018, filed 14 May 2018.