Los Angeles Capital Management
EPI icon

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

Los Angeles 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
2014
Q3 		– Sell
-777,572
Closed -$17.5M – 1095
2014
Q2 		$17.5M Sell
777,572
-53,904
-6% -$1.12M 0.17% 170
2014
Q1 		$15.8M Hold
831,476
– – 0.17% 167
2013
Q4 		$14.5M Buy
831,476
+173,800
+26% +$2.89M 0.16% 173
2013
Q3 		$10.1M Hold
657,676
– – 0.12% 225
2013
Q2 		$10.7M Buy
+657,676
New +$11.7M 0.15% 176

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BlackRock
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DCM
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Bank of New York Mellon
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Morgan Stanley
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CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
U
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IG
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Los Angeles Capital Management's EPI Position: Q3 2014 in Review

Los Angeles Capital Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2014, closing a stake of 777,572 shares — an estimated $17.5M sold.

Los Angeles Capital Management first reported a position in EPI in Q2 2013 and held it in 5 quarters. The position peaked at $17.5M in Q2 2014. 163 funds tracked by Wall St. Rank hold EPI as of Q3 2014.

  • Los Angeles Capital Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2014 after selling out during the quarter.
  • Los Angeles Capital Management sold 777,572 WisdomTree India Earnings Fund ETF shares in Q3 2014, an estimated $17.5M.
  • Los Angeles Capital Management first reported a position in WisdomTree India Earnings Fund ETF in Q2 2013 and held it in 5 quarters.
  • Los Angeles Capital Management's WisdomTree India Earnings Fund ETF position peaked at $17.5M in Q2 2014.
  • 163 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2014.

Based on Los Angeles Capital Management's 13F filing for Q3 2014, filed 12 Nov 2014.