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New Harbor Financial Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

New Harbor Financial Group’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
2016
Q3 		$12K Hold
600
– – 0.01% 53
2016
Q2 		$12K Buy
+600
New +$11.8K 0.01% 52

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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

New Harbor Financial Group's EPI Position: Q3 2016 in Review

New Harbor Financial Group held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q3 2016 at 600 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #53.

New Harbor Financial Group first reported a position in EPI in Q2 2016 and has held it in 2 quarters since. 157 funds tracked by Wall St. Rank hold EPI as of Q3 2016.

  • New Harbor Financial Group held 600 shares of WisdomTree India Earnings Fund ETF worth $12K as of Q3 2016.
  • New Harbor Financial Group left its WisdomTree India Earnings Fund ETF share count unchanged in Q3 2016.
  • WisdomTree India Earnings Fund ETF made up 0.01% of New Harbor Financial Group's portfolio in Q3 2016, its #53 holding.
  • New Harbor Financial Group first reported a position in WisdomTree India Earnings Fund ETF in Q2 2016 and has held it in 2 quarters since.
  • 157 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2016.

Based on New Harbor Financial Group's 13F filing for Q3 2016, filed 13 Oct 2016.