O'Brien Greene & Co’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

O'Brien Greene & Co’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
2019 Q3	–	Sell	-45,169	Closed	-$1.18M	–	108
2019 Q2	$1.18M	Buy	45,169 +17	+0%	+$441	0.62%	43
2019 Q1	$1.19M	Sell	45,152 -295	-0.6%	-$7.24K	0.6%	45
2018 Q4	$1.13M	Buy	+45,447	New	+$1.06M	0.67%	44

Other funds holding EPI

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

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

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

O'Brien Greene & Co's EPI Position: Q3 2019 in Review

O'Brien Greene & Co sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2019, closing a stake of 45,169 shares — an estimated $1.18M sold.

O'Brien Greene & Co first reported a position in EPI in Q4 2018 and held it in 3 quarters. The position peaked at $1.19M in Q1 2019. 160 funds tracked by Wall St. Rank hold EPI as of Q3 2019.

O'Brien Greene & Co reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2019 after selling out during the quarter.
O'Brien Greene & Co sold 45,169 WisdomTree India Earnings Fund ETF shares in Q3 2019, an estimated $1.18M.
O'Brien Greene & Co first reported a position in WisdomTree India Earnings Fund ETF in Q4 2018 and held it in 3 quarters.
O'Brien Greene & Co's WisdomTree India Earnings Fund ETF position peaked at $1.19M in Q1 2019.
160 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2019.

Based on O'Brien Greene & Co's 13F filing for Q3 2019, filed 7 Nov 2019.