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Julex Capital Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Julex Capital 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
Q3 		– Sell
-54
Closed -$1K – 187
2019
Q2 		$1K Sell
54
-11
-17% -$285 ﹤0.01% 106
2019
Q1 		$1.71K Buy
+65
New +$1.59K ﹤0.01% 114

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DCM
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IG
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Massachusetts Financial Services
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CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CI
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Julex Capital Management's EPI Position: Q3 2019 in Review

Julex Capital Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2019, closing a stake of 54 shares — an estimated $1K sold.

Julex Capital Management first reported a position in EPI in Q1 2019 and held it in 2 quarters. The position peaked at $1.71K in Q1 2019. 160 funds tracked by Wall St. Rank hold EPI as of Q3 2019.

  • Julex Capital Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2019 after selling out during the quarter.
  • Julex Capital Management sold 54 WisdomTree India Earnings Fund ETF shares in Q3 2019, an estimated $1K.
  • Julex Capital Management first reported a position in WisdomTree India Earnings Fund ETF in Q1 2019 and held it in 2 quarters.
  • Julex Capital Management's WisdomTree India Earnings Fund ETF position peaked at $1.71K in Q1 2019.
  • 160 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.