PP
EPI icon

Paloma Partners’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Paloma Partners’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
Q1 		– Sell
-71,549
Closed -$1.77M – 1748
2018
Q4 		$1.77M Buy
+71,549
New +$1.67M 0.05% 279
2017
Q2 		– Sell
-9,403
Closed -$227K – 2237
2017
Q1 		$227K Buy
+9,403
New +$209K ﹤0.01% 1825

Other funds holding EPI

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
BlackRock
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
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

Paloma Partners's EPI Position: Q1 2019 in Review

Paloma Partners sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2019, closing a stake of 71,549 shares — an estimated $1.77M sold.

Paloma Partners first reported a position in EPI in Q1 2017 and held it in 2 quarters. The position peaked at $1.77M in Q4 2018. 163 funds tracked by Wall St. Rank hold EPI as of Q1 2019.

  • Paloma Partners reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2019 after selling out during the quarter.
  • Paloma Partners sold 71,549 WisdomTree India Earnings Fund ETF shares in Q1 2019, an estimated $1.77M.
  • Paloma Partners first reported a position in WisdomTree India Earnings Fund ETF in Q1 2017 and held it in 2 quarters.
  • Paloma Partners's WisdomTree India Earnings Fund ETF position peaked at $1.77M in Q4 2018.
  • 163 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2019.

Based on Paloma Partners's 13F filing for Q1 2019, filed 15 May 2019.