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Homrich & Berg’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Homrich & Berg’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
2018
Q4 		– Sell
-157,740
Closed -$3.8M – 307
2018
Q3 		$3.8M Sell
157,740
-526
-0.3% -$13.7K 0.23% 35
2018
Q2 		$3.98M Buy
158,266
+1,201
+0.8% +$31.2K 0.29% 27
2018
Q1 		$4.12M Sell
157,065
-15,978
-9% -$440K 0.29% 34
2017
Q4 		$4.82M Buy
+173,043
New +$4.61M 0.33% 28

Other funds holding EPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Homrich & Berg's EPI Position: Q4 2018 in Review

Homrich & Berg sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2018, closing a stake of 157,740 shares — an estimated $3.8M sold.

Homrich & Berg first reported a position in EPI in Q4 2017 and held it in 4 quarters. The position peaked at $4.82M in Q4 2017. 160 funds tracked by Wall St. Rank hold EPI as of Q4 2018.

  • Homrich & Berg reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2018 after selling out during the quarter.
  • Homrich & Berg sold 157,740 WisdomTree India Earnings Fund ETF shares in Q4 2018, an estimated $3.8M.
  • Homrich & Berg first reported a position in WisdomTree India Earnings Fund ETF in Q4 2017 and held it in 4 quarters.
  • Homrich & Berg's WisdomTree India Earnings Fund ETF position peaked at $4.82M in Q4 2017.
  • 160 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2018.

Based on Homrich & Berg's 13F filing for Q4 2018, filed 6 Feb 2019.