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Gerber Kawasaki Wealth & Investment Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2016
Q1 		– Sell
-20,218
Closed -$401K – 81
2015
Q4 		$401K Buy
+20,218
New +$403K 0.27% 57

Other funds holding EPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's EPI Position: Q1 2016 in Review

Gerber Kawasaki Wealth & Investment Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2016, closing a stake of 20,218 shares — an estimated $401K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in EPI in Q4 2015 and held it in 1 quarter. The position peaked at $401K in Q4 2015. 137 funds tracked by Wall St. Rank hold EPI as of Q1 2016.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2016 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 20,218 WisdomTree India Earnings Fund ETF shares in Q1 2016, an estimated $401K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2015 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's WisdomTree India Earnings Fund ETF position peaked at $401K in Q4 2015.
  • 137 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2016.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2016, filed 5 May 2016.