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Financial Architects (New Jersey)’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Financial Architects (New Jersey)’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
2015
Q3 		– Sell
-2,000
Closed -$43K – 425
2015
Q2 		$43K Sell
2,000
-231
-10% -$5.08K 0.02% 467
2015
Q1 		$51K Buy
2,231
+2,000
+866% +$46.6K 0.02% 399
2014
Q4 		$5K Hold
231
– – ﹤0.01% 825
2014
Q3 		$5K Buy
+231
New +$5.2K ﹤0.01% 734

Other funds holding EPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Architects (New Jersey)'s EPI Position: Q3 2015 in Review

Financial Architects (New Jersey) sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2015, closing a stake of 2,000 shares — an estimated $43K sold.

Financial Architects (New Jersey) first reported a position in EPI in Q3 2014 and held it in 4 quarters. The position peaked at $51K in Q1 2015. 149 funds tracked by Wall St. Rank hold EPI as of Q3 2015.

  • Financial Architects (New Jersey) reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2015 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 2,000 WisdomTree India Earnings Fund ETF shares in Q3 2015, an estimated $43K.
  • Financial Architects (New Jersey) first reported a position in WisdomTree India Earnings Fund ETF in Q3 2014 and held it in 4 quarters.
  • Financial Architects (New Jersey)'s WisdomTree India Earnings Fund ETF position peaked at $51K in Q1 2015.
  • 149 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2015.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2015, filed 13 Nov 2015.