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MYCIO Wealth Partners’s WisdomTree US LargeCap Fund EPS Stock Holding History

MYCIO Wealth Partners’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
-5,279
Closed -$194K – 132
2019
Q4 		$194K Sell
5,279
-21,206
-80% -$742K 0.01% 325
2019
Q3 		$888K Buy
26,485
+264
+1% +$8.77K 0.07% 123
2019
Q2 		$862K Sell
26,221
-2,252
-8% -$72.9K 0.07% 120
2019
Q1 		$905K Hold
28,473
– – 0.07% 111
2018
Q4 		$803K Sell
28,473
-2,398
-8% -$73.2K 0.07% 117
2018
Q3 		$1.01M Sell
30,871
-500
-2% -$16.1K 0.1% 94
2018
Q2 		$962K Buy
31,371
+144
+0.5% +$4.43K 0.1% 101
2018
Q1 		$948K Buy
31,227
+418
+1% +$13.2K 0.11% 81
2017
Q4 		$957K Buy
30,809
+629
+2% +$19K 0.1% 81
2017
Q3 		$876K Buy
30,180
+126
+0.4% +$3.58K 0.1% 93
2017
Q2 		$835K Buy
30,054
+123
+0.4% +$3.39K 0.1% 95
2017
Q1 		$813K Sell
29,931
-2,166
-7% -$58K 0.1% 100
2016
Q4 		$827K Sell
32,097
-3,819
-11% -$95.1K 0.11% 84
2016
Q3 		$872K Hold
35,916
– – 0.14% 67
2016
Q2 		$834K Buy
35,916
+180
+0.5% +$4.19K 0.14% 70
2016
Q1 		$830K Buy
35,736
+171
+0.5% +$3.77K 0.15% 61
2015
Q4 		$822K Buy
35,565
+231
+0.7% +$5.4K 0.15% 63
2015
Q3 		$771K Buy
35,334
+195
+0.6% +$4.53K 0.16% 59
2015
Q2 		$836K Buy
35,139
+165
+0.5% +$4.01K 0.16% 59
2015
Q1 		$835K Buy
34,974
+159
+0.5% +$3.8K 0.17% 60
2014
Q4 		$835K Buy
34,815
+153
+0.4% +$3.58K 0.18% 57
2014
Q3 		$796K Buy
34,662
+159
+0.5% +$3.66K 0.19% 54
2014
Q2 		$785K Sell
34,503
-11,367
-25% -$252K 0.18% 56
2014
Q1 		$1M Buy
45,870
+309
+0.7% +$6.58K 0.24% 46
2013
Q4 		$979K Hold
45,561
– – 0.24% 46
2013
Q3 		$890K Buy
45,561
+297
+0.7% +$5.79K 0.24% 45
2013
Q2 		$849K Buy
+45,264
New +$846K 0.24% 42

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
22CM
20/20 Capital Management Costa Mesa, California $386M AUM 30.28% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $220M AUM 13.91% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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

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

MYCIO Wealth Partners sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2020, closing a stake of 5,279 shares — an estimated $194K sold.

MYCIO Wealth Partners first reported a position in EPS in Q2 2013 and held it in 27 quarters. The position peaked at $1.01M in Q3 2018. 64 funds tracked by Wall St. Rank hold EPS as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining WisdomTree US LargeCap Fund position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 5,279 WisdomTree US LargeCap Fund shares in Q1 2020, an estimated $194K.
  • MYCIO Wealth Partners first reported a position in WisdomTree US LargeCap Fund in Q2 2013 and held it in 27 quarters.
  • MYCIO Wealth Partners's WisdomTree US LargeCap Fund position peaked at $1.01M in Q3 2018.
  • 64 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2020.

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