Cribstone Capital Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Cribstone Capital 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
2019 Q4	–	Sell	-350	Closed	-$8K	–	424
2019 Q3	$8K	Sell	350 -250	-42%	-$6.01K	﹤0.01%	446
2019 Q2	$16K	Sell	600 -110	-15%	-$2.85K	0.01%	384
2019 Q1	$19K	Hold	710	–	–	0.01%	374
2018 Q4	$18K	Hold	710	–	–	0.01%	385
2018 Q3	$17K	Hold	710	–	–	0.01%	426
2018 Q2	$18K	Hold	710	–	–	0.01%	414
2018 Q1	$19K	Hold	710	–	–	0.01%	394
2017 Q4	$20K	Hold	710	–	–	0.01%	453
2017 Q3	$18K	Hold	710	–	–	0.01%	419
2017 Q2	$17K	Hold	710	–	–	0.01%	425
2017 Q1	$17K	Hold	710	–	–	0.01%	451
2016 Q4	$15K	Hold	710	–	–	0.01%	443
2016 Q3	$15K	Hold	710	–	–	0.01%	449
2016 Q2	$14K	Buy	+710	New	+$13.9K	0.01%	479

Other funds holding EPI

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

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

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

CCM

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

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

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Cribstone Capital Management's EPI Position: Q4 2019 in Review

Cribstone Capital Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2019, closing a stake of 350 shares — an estimated $8K sold.

Cribstone Capital Management first reported a position in EPI in Q2 2016 and held it in 14 quarters. The position peaked at $20K in Q4 2017. 162 funds tracked by Wall St. Rank hold EPI as of Q4 2019.

Cribstone Capital Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2019 after selling out during the quarter.
Cribstone Capital Management sold 350 WisdomTree India Earnings Fund ETF shares in Q4 2019, an estimated $8K.
Cribstone Capital Management first reported a position in WisdomTree India Earnings Fund ETF in Q2 2016 and held it in 14 quarters.
Cribstone Capital Management's WisdomTree India Earnings Fund ETF position peaked at $20K in Q4 2017.
162 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2019.

Based on Cribstone Capital Management's 13F filing for Q4 2019, filed 8 Jan 2020.