HC
EPI icon

HHG & Company’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

HHG & Company’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
Q3 		– Sell
-13,982
Closed -$313K – 167
2014
Q2 		$313K Buy
+13,982
New +$291K 0.1% 148

Other funds holding EPI

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

HHG & Company's EPI Position: Q3 2014 in Review

HHG & Company sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2014, closing a stake of 13,982 shares — an estimated $313K sold.

HHG & Company first reported a position in EPI in Q2 2014 and held it in 1 quarter. The position peaked at $313K in Q2 2014. 163 funds tracked by Wall St. Rank hold EPI as of Q3 2014.

  • HHG & Company reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2014 after selling out during the quarter.
  • HHG & Company sold 13,982 WisdomTree India Earnings Fund ETF shares in Q3 2014, an estimated $313K.
  • HHG & Company first reported a position in WisdomTree India Earnings Fund ETF in Q2 2014 and held it in 1 quarter.
  • HHG & Company's WisdomTree India Earnings Fund ETF position peaked at $313K in Q2 2014.
  • 163 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2014.

Based on HHG & Company's 13F filing for Q3 2014, filed 21 Oct 2014.