Leonard Rickey Investment Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Leonard Rickey Investment 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
2019 Q3	–	Sell	-10,353	Closed	-$270K	–	81
2019 Q2	$270K	Sell	10,353 -2,884	-22%	-$74.8K	0.18%	55
2019 Q1	$349K	Buy	13,237 +41	+0.3%	+$1.01K	0.25%	45
2018 Q4	$327K	Sell	13,196 -1,123	-8%	-$26.2K	0.27%	39
2018 Q3	$345K	Buy	14,319 +33	+0.2%	+$859	0.25%	42
2018 Q2	$360K	Sell	14,286 -206	-1%	-$5.36K	0.27%	43
2018 Q1	$380K	Sell	14,492 -962	-6%	-$26.5K	0.3%	40
2017 Q4	$430K	Buy	+15,454	New	+$412K	0.33%	34

Other funds holding EPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Leonard Rickey Investment Advisors's EPI Position: Q3 2019 in Review

Leonard Rickey Investment Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2019, closing a stake of 10,353 shares — an estimated $270K sold.

Leonard Rickey Investment Advisors first reported a position in EPI in Q4 2017 and held it in 7 quarters. The position peaked at $430K in Q4 2017. 160 funds tracked by Wall St. Rank hold EPI as of Q3 2019.

Leonard Rickey Investment Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2019 after selling out during the quarter.
Leonard Rickey Investment Advisors sold 10,353 WisdomTree India Earnings Fund ETF shares in Q3 2019, an estimated $270K.
Leonard Rickey Investment Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q4 2017 and held it in 7 quarters.
Leonard Rickey Investment Advisors's WisdomTree India Earnings Fund ETF position peaked at $430K in Q4 2017.
160 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2019.

Based on Leonard Rickey Investment Advisors's 13F filing for Q3 2019, filed 17 Oct 2019.