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Lloyd Advisory Services’s WisdomTree US LargeCap Fund EPS Stock Holding History

Lloyd Advisory Services’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
2020
Q1 		– Sell
-76
Closed -$3K – 308
2019
Q4 		$3K Buy
+76
New +$2.66K ﹤0.01% 275

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LFPWM
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SS
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AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Lloyd Advisory Services's EPS Position: Q1 2020 in Review

Lloyd Advisory Services sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2020, closing a stake of 76 shares — an estimated $3K sold.

Lloyd Advisory Services first reported a position in EPS in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 64 funds tracked by Wall St. Rank hold EPS as of Q1 2020.

  • Lloyd Advisory Services reported no remaining WisdomTree US LargeCap Fund position as of Q1 2020 after selling out during the quarter.
  • Lloyd Advisory Services sold 76 WisdomTree US LargeCap Fund shares in Q1 2020, an estimated $3K.
  • Lloyd Advisory Services first reported a position in WisdomTree US LargeCap Fund in Q4 2019 and held it in 1 quarter.
  • Lloyd Advisory Services's WisdomTree US LargeCap Fund position peaked at $3K in Q4 2019.
  • 64 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2020.

Based on Lloyd Advisory Services's 13F filing for Q1 2020, filed 3 Jun 2020.