Ledyard National Bank’s WisdomTree US LargeCap Fund EPS Stock Holding History

Ledyard National Bank’s Portfolio EPS Stock Details EPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-465	Closed	-$14K	–	711
2018 Q1	$14K	Hold	465	–	–	﹤0.01%	601
2017 Q4	$14K	Hold	465	–	–	﹤0.01%	614
2017 Q3	$13K	Hold	465	–	–	﹤0.01%	620
2017 Q2	$13K	Buy	+465	New	+$12.8K	﹤0.01%	580

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DLIC

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

MWM

Marietta Wealth Management Marietta, Georgia $841M AUM 21.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ledyard National Bank's EPS Position: Q2 2018 in Review

Ledyard National Bank sold out of WisdomTree US LargeCap Fund (EPS) in Q2 2018, closing a stake of 465 shares — an estimated $14K sold.

Ledyard National Bank first reported a position in EPS in Q2 2017 and held it in 4 quarters. The position peaked at $14K in Q1 2018. 36 funds tracked by Wall St. Rank hold EPS as of Q2 2018.

Ledyard National Bank reported no remaining WisdomTree US LargeCap Fund position as of Q2 2018 after selling out during the quarter.
Ledyard National Bank sold 465 WisdomTree US LargeCap Fund shares in Q2 2018, an estimated $14K.
Ledyard National Bank first reported a position in WisdomTree US LargeCap Fund in Q2 2017 and held it in 4 quarters.
Ledyard National Bank's WisdomTree US LargeCap Fund position peaked at $14K in Q1 2018.
36 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2018.

Based on Ledyard National Bank's 13F filing for Q2 2018, filed 11 Jul 2018.