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Formidable Asset Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Formidable Asset 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
2015
Q4 		– Sell
-200
Closed -$3K – 581
2015
Q3 		$3K Hold
200
– – ﹤0.01% 541
2015
Q2 		$4K Hold
200
– – ﹤0.01% 456
2015
Q1 		$4K Hold
200
– – ﹤0.01% 444
2014
Q4 		$4K Hold
200
– – ﹤0.01% 414
2014
Q3 		$5K Hold
200
– – ﹤0.01% 394
2014
Q2 		$4K Hold
200
– – ﹤0.01% 437
2014
Q1 		$4K Hold
200
– – ﹤0.01% 402
2013
Q4 		$3K Hold
200
– – ﹤0.01% 445
2013
Q3 		$3K Buy
+200
New +$3.1K ﹤0.01% 394

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
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Formidable Asset Management's EPI Position: Q4 2015 in Review

Formidable Asset Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2015, closing a stake of 200 shares — an estimated $3K sold.

Formidable Asset Management first reported a position in EPI in Q3 2013 and held it in 9 quarters. The position peaked at $5K in Q3 2014. 150 funds tracked by Wall St. Rank hold EPI as of Q4 2015.

  • Formidable Asset Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2015 after selling out during the quarter.
  • Formidable Asset Management sold 200 WisdomTree India Earnings Fund ETF shares in Q4 2015, an estimated $3K.
  • Formidable Asset Management first reported a position in WisdomTree India Earnings Fund ETF in Q3 2013 and held it in 9 quarters.
  • Formidable Asset Management's WisdomTree India Earnings Fund ETF position peaked at $5K in Q3 2014.
  • 150 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2015.

Based on Formidable Asset Management's 13F filing for Q4 2015, filed 2 Feb 2016.