IIM
EPI icon

Ipswich Investment Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Ipswich 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
2019
Q1 		– Sell
-1,510
Closed -$37K – 242
2018
Q4 		$37K Buy
+1,510
New +$35.3K 0.01% 297

Other funds holding EPI

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 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
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

Ipswich Investment Management's EPI Position: Q1 2019 in Review

Ipswich Investment Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2019, closing a stake of 1,510 shares — an estimated $37K sold.

Ipswich Investment Management first reported a position in EPI in Q4 2018 and held it in 1 quarter. The position peaked at $37K in Q4 2018. 163 funds tracked by Wall St. Rank hold EPI as of Q1 2019.

  • Ipswich Investment Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2019 after selling out during the quarter.
  • Ipswich Investment Management sold 1,510 WisdomTree India Earnings Fund ETF shares in Q1 2019, an estimated $37K.
  • Ipswich Investment Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2018 and held it in 1 quarter.
  • Ipswich Investment Management's WisdomTree India Earnings Fund ETF position peaked at $37K in Q4 2018.
  • 163 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2019.

Based on Ipswich Investment Management's 13F filing for Q1 2019, filed 12 Apr 2019.