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

LifePlan Financial 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
2019
Q3 		– Sell
-146
Closed -$4K – 553
2019
Q2 		$4K Hold
146
– – ﹤0.01% 471
2019
Q1 		$4K Sell
146
-598
-80% -$14.7K ﹤0.01% 471
2018
Q4 		$18K Hold
744
– – 0.01% 339
2018
Q3 		$18K Hold
744
– – 0.01% 344
2018
Q2 		$19K Hold
744
– – 0.01% 333
2018
Q1 		$20K Buy
+744
New +$20.5K 0.01% 316

Other funds holding EPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Massachusetts Financial Services
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

LifePlan Financial Group's EPI Position: Q3 2019 in Review

LifePlan Financial Group sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2019, closing a stake of 146 shares — an estimated $4K sold.

LifePlan Financial Group first reported a position in EPI in Q1 2018 and held it in 6 quarters. The position peaked at $20K in Q1 2018. 160 funds tracked by Wall St. Rank hold EPI as of Q3 2019.

  • LifePlan Financial Group reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2019 after selling out during the quarter.
  • LifePlan Financial Group sold 146 WisdomTree India Earnings Fund ETF shares in Q3 2019, an estimated $4K.
  • LifePlan Financial Group first reported a position in WisdomTree India Earnings Fund ETF in Q1 2018 and held it in 6 quarters.
  • LifePlan Financial Group's WisdomTree India Earnings Fund ETF position peaked at $20K in Q1 2018.
  • 160 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2019.

Based on LifePlan Financial Group's 13F filing for Q3 2019, filed 15 Oct 2019.