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Crosspoint Capital Strategies’s WisdomTree US LargeCap Fund EPS Stock Holding History

Crosspoint Capital Strategies’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
2016
Q1 		– Sell
-1,686
Closed -$40K – 316
2015
Q4 		$40K Buy
+1,686
New +$39.4K 0.01% 472

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Cambridge Investment Research Advisors
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UBS Group
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WA
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LTFS
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Crosspoint Capital Strategies's EPS Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2016, closing a stake of 1,686 shares — an estimated $40K sold.

Crosspoint Capital Strategies first reported a position in EPS in Q4 2015 and held it in 1 quarter. The position peaked at $40K in Q4 2015. 29 funds tracked by Wall St. Rank hold EPS as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining WisdomTree US LargeCap Fund position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 1,686 WisdomTree US LargeCap Fund shares in Q1 2016, an estimated $40K.
  • Crosspoint Capital Strategies first reported a position in WisdomTree US LargeCap Fund in Q4 2015 and held it in 1 quarter.
  • Crosspoint Capital Strategies's WisdomTree US LargeCap Fund position peaked at $40K in Q4 2015.
  • 29 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.