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National Planning Corporation’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-1,250
Closed -$27.2K – 1050
2014
Q4 		$27.2K Buy
+1,250
New +$28.1K ﹤0.01% 1566

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William Blair & Company
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Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

National Planning Corporation's EPI Position: Q1 2015 in Review

National Planning Corporation sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2015, closing a stake of 1,250 shares — an estimated $27.2K sold.

National Planning Corporation first reported a position in EPI in Q4 2014 and held it in 1 quarter. The position peaked at $27.2K in Q4 2014. 173 funds tracked by Wall St. Rank hold EPI as of Q1 2015.

  • National Planning Corporation reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 1,250 WisdomTree India Earnings Fund ETF shares in Q1 2015, an estimated $27.2K.
  • National Planning Corporation first reported a position in WisdomTree India Earnings Fund ETF in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's WisdomTree India Earnings Fund ETF position peaked at $27.2K in Q4 2014.
  • 173 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.