OL
EPI icon

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 $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Causeway Capital Management
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
ING Group
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
United Services Automobile Association
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
BlackRock Institutional Trust
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. 139 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.
  • 139 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.