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Friedenthal Financial’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Friedenthal Financial’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
2014
Q4 		– Sell
-315,646
Closed -$6.92M – 37
2014
Q3 		$6.92M Buy
+315,646
New +$7.11M 5.88% 10

Other funds holding EPI

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Friedenthal Financial's EPI Position: Q4 2014 in Review

Friedenthal Financial sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2014, closing a stake of 315,646 shares — an estimated $6.92M sold.

Friedenthal Financial first reported a position in EPI in Q3 2014 and held it in 1 quarter. The position peaked at $6.92M in Q3 2014. 165 funds tracked by Wall St. Rank hold EPI as of Q4 2014.

  • Friedenthal Financial reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2014 after selling out during the quarter.
  • Friedenthal Financial sold 315,646 WisdomTree India Earnings Fund ETF shares in Q4 2014, an estimated $6.92M.
  • Friedenthal Financial first reported a position in WisdomTree India Earnings Fund ETF in Q3 2014 and held it in 1 quarter.
  • Friedenthal Financial's WisdomTree India Earnings Fund ETF position peaked at $6.92M in Q3 2014.
  • 165 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2014.

Based on Friedenthal Financial's 13F filing for Q4 2014, filed 11 Feb 2015.