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Ironsides Asset Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Ironsides Asset Advisors’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
2017
Q1 		– Sell
-25,475
Closed -$515K – 104
2016
Q4 		$515K Buy
+25,475
New +$530K 0.14% 100
2014
Q4 		– Sell
-14,741
Closed -$323K – 158
2014
Q3 		$323K Sell
14,741
-522
-3% -$11.8K 0.09% 131
2014
Q2 		$343K Buy
+15,263
New +$318K 0.1% 130

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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
RMPT
Raytheon Master Pension Trust Waltham, Massachusetts $140M AUM 5.65% 1-Year Est. Return

Ironsides Asset Advisors's EPI Position: Q1 2017 in Review

Ironsides Asset Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2017, closing a stake of 25,475 shares — an estimated $515K sold.

Ironsides Asset Advisors first reported a position in EPI in Q2 2014 and held it in 3 quarters. The position peaked at $515K in Q4 2016. 157 funds tracked by Wall St. Rank hold EPI as of Q1 2017.

  • Ironsides Asset Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2017 after selling out during the quarter.
  • Ironsides Asset Advisors sold 25,475 WisdomTree India Earnings Fund ETF shares in Q1 2017, an estimated $515K.
  • Ironsides Asset Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q2 2014 and held it in 3 quarters.
  • Ironsides Asset Advisors's WisdomTree India Earnings Fund ETF position peaked at $515K in Q4 2016.
  • 157 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2017.

Based on Ironsides Asset Advisors's 13F filing for Q1 2017, filed 10 May 2017.