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Orbitronix LP’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Orbitronix LP’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
Q4 		– Sell
-50,000
Closed -$1.08M – 25
2016
Q3 		$1.08M Sell
50,000
-27,300
-35% -$584K 2.24% 13
2016
Q2 		$1.56M Buy
77,300
+67,300
+673% +$1.32M 2.12% 17
2016
Q1 		$195K Buy
+10,000
New +$182K 0.19% 59

Other funds holding EPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RMPT
Raytheon Master Pension Trust Waltham, Massachusetts $140M AUM 5.65% 1-Year Est. Return

Orbitronix LP's EPI Position: Q4 2016 in Review

Orbitronix LP sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2016, closing a stake of 50,000 shares — an estimated $1.08M sold.

Orbitronix LP first reported a position in EPI in Q1 2016 and held it in 3 quarters. The position peaked at $1.56M in Q2 2016. 138 funds tracked by Wall St. Rank hold EPI as of Q4 2016.

  • Orbitronix LP reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2016 after selling out during the quarter.
  • Orbitronix LP sold 50,000 WisdomTree India Earnings Fund ETF shares in Q4 2016, an estimated $1.08M.
  • Orbitronix LP first reported a position in WisdomTree India Earnings Fund ETF in Q1 2016 and held it in 3 quarters.
  • Orbitronix LP's WisdomTree India Earnings Fund ETF position peaked at $1.56M in Q2 2016.
  • 138 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2016.

Based on Orbitronix LP's 13F filing for Q4 2016, filed 9 Feb 2017.