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Greenwood Capital Associates’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Greenwood Capital Associates’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
2019
Q3 		– Sell
-8,375
Closed -$218K – 176
2019
Q2 		$218K Sell
8,375
-4,625
-36% -$120K 0.05% 161
2019
Q1 		$342K Buy
+13,000
New +$319K 0.09% 118

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DCM
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IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Greenwood Capital Associates's EPI Position: Q3 2019 in Review

Greenwood Capital Associates sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2019, closing a stake of 8,375 shares — an estimated $218K sold.

Greenwood Capital Associates first reported a position in EPI in Q1 2019 and held it in 2 quarters. The position peaked at $342K in Q1 2019. 160 funds tracked by Wall St. Rank hold EPI as of Q3 2019.

  • Greenwood Capital Associates reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2019 after selling out during the quarter.
  • Greenwood Capital Associates sold 8,375 WisdomTree India Earnings Fund ETF shares in Q3 2019, an estimated $218K.
  • Greenwood Capital Associates first reported a position in WisdomTree India Earnings Fund ETF in Q1 2019 and held it in 2 quarters.
  • Greenwood Capital Associates's WisdomTree India Earnings Fund ETF position peaked at $342K in Q1 2019.
  • 160 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2019.

Based on Greenwood Capital Associates's 13F filing for Q3 2019, filed 12 Nov 2019.