New England Securities’s WisdomTree US LargeCap Fund EPS Stock Holding History

New England Securities’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
2014 Q4	$79K	Buy	3,291 +150	+5%	+$3.51K	0.03%	470
2014 Q3	$72K	Hold	3,141	–	–	0.03%	504
2014 Q2	$71K	Sell	3,141 -240	-7%	-$5.32K	0.02%	514
2014 Q1	$74K	Sell	3,381 -3,018	-47%	-$64.2K	0.03%	453
2013 Q4	$138K	Sell	6,399 -5,610	-47%	-$115K	0.06%	342
2013 Q3	$235K	Sell	12,009 -471	-4%	-$9.18K	0.12%	199
2013 Q2	$234K	Buy	+12,480	New	+$233K	0.16%	149

Other funds holding EPS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

New England Securities's EPS Position: Q4 2014 in Review

New England Securities increased its WisdomTree US LargeCap Fund (EPS) stake by 4.8% in Q4 2014, buying an estimated $3.51K and bringing the position to 3,291 shares worth $79K. The position accounts for 0.03% of the portfolio, ranked #470.

New England Securities first reported a position in EPS in Q2 2013 and has held it in 7 quarters since. The position peaked at $235K in Q3 2013. 28 funds tracked by Wall St. Rank hold EPS as of Q4 2014.

New England Securities held 3,291 shares of WisdomTree US LargeCap Fund worth $79K as of Q4 2014.
New England Securities bought 150 WisdomTree US LargeCap Fund shares in Q4 2014, an estimated $3.51K.
WisdomTree US LargeCap Fund made up 0.03% of New England Securities's portfolio in Q4 2014, its #470 holding.
New England Securities first reported a position in WisdomTree US LargeCap Fund in Q2 2013 and has held it in 7 quarters since.
New England Securities's WisdomTree US LargeCap Fund position peaked at $235K in Q3 2013.
28 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.