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Montag & Associates’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Montag & Associates’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
2018
Q1 		– Sell
-23,200
Closed -$646K – 287
2017
Q4 		$646K Buy
+23,200
New +$619K 0.06% 200

Other funds holding EPI

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Montag & Associates's EPI Position: Q1 2018 in Review

Montag & Associates sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2018, closing a stake of 23,200 shares — an estimated $646K sold.

Montag & Associates first reported a position in EPI in Q4 2017 and held it in 1 quarter. The position peaked at $646K in Q4 2017. 182 funds tracked by Wall St. Rank hold EPI as of Q1 2018.

  • Montag & Associates reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2018 after selling out during the quarter.
  • Montag & Associates sold 23,200 WisdomTree India Earnings Fund ETF shares in Q1 2018, an estimated $646K.
  • Montag & Associates first reported a position in WisdomTree India Earnings Fund ETF in Q4 2017 and held it in 1 quarter.
  • Montag & Associates's WisdomTree India Earnings Fund ETF position peaked at $646K in Q4 2017.
  • 182 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2018.

Based on Montag & Associates's 13F filing for Q1 2018, filed 7 May 2018.