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MYCIO Wealth Partners’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

MYCIO Wealth Partners’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
2020
Q1 		– Sell
-542
Closed -$13K – 130
2019
Q4 		$13K Hold
542
– – ﹤0.01% 448
2019
Q3 		$13K Hold
542
– – ﹤0.01% 425
2019
Q2 		$14K Buy
+542
New +$14.1K ﹤0.01% 380

Other funds holding EPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MYCIO Wealth Partners's EPI Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2020, closing a stake of 542 shares — an estimated $13K sold.

MYCIO Wealth Partners first reported a position in EPI in Q2 2019 and held it in 3 quarters. The position peaked at $14K in Q2 2019. 126 funds tracked by Wall St. Rank hold EPI as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 542 WisdomTree India Earnings Fund ETF shares in Q1 2020, an estimated $13K.
  • MYCIO Wealth Partners first reported a position in WisdomTree India Earnings Fund ETF in Q2 2019 and held it in 3 quarters.
  • MYCIO Wealth Partners's WisdomTree India Earnings Fund ETF position peaked at $14K in Q2 2019.
  • 126 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.