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Jefferies Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Jefferies Group’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
Q4 		– Sell
-74,000
Closed -$1.86M – 2559
2017
Q3 		$1.86M Buy
+74,000
New +$1.92M 0.01% 985

Other funds holding EPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jefferies Group's EPI Position: Q4 2017 in Review

Jefferies Group sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2017, closing a stake of 74,000 shares — an estimated $1.86M sold.

Jefferies Group first reported a position in EPI in Q3 2017 and held it in 1 quarter. The position peaked at $1.86M in Q3 2017. 177 funds tracked by Wall St. Rank hold EPI as of Q4 2017.

  • Jefferies Group reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2017 after selling out during the quarter.
  • Jefferies Group sold 74,000 WisdomTree India Earnings Fund ETF shares in Q4 2017, an estimated $1.86M.
  • Jefferies Group first reported a position in WisdomTree India Earnings Fund ETF in Q3 2017 and held it in 1 quarter.
  • Jefferies Group's WisdomTree India Earnings Fund ETF position peaked at $1.86M in Q3 2017.
  • 177 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2017.

Based on Jefferies Group's 13F filing for Q4 2017, filed 14 Feb 2018.