PIMG
EPI icon

Patriot Investment Management Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Patriot Investment Management 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
2020
Q3 		– Sell
-421
Closed -$8.43K – 316
2020
Q2 		$8.43K Buy
+421
New +$7.67K ﹤0.01% 515

Other funds holding EPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Patriot Investment Management Group's EPI Position: Q3 2020 in Review

Patriot Investment Management Group sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2020, closing a stake of 421 shares — an estimated $8.43K sold.

Patriot Investment Management Group first reported a position in EPI in Q2 2020 and held it in 1 quarter. The position peaked at $8.43K in Q2 2020. 111 funds tracked by Wall St. Rank hold EPI as of Q3 2020.

  • Patriot Investment Management Group reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2020 after selling out during the quarter.
  • Patriot Investment Management Group sold 421 WisdomTree India Earnings Fund ETF shares in Q3 2020, an estimated $8.43K.
  • Patriot Investment Management Group first reported a position in WisdomTree India Earnings Fund ETF in Q2 2020 and held it in 1 quarter.
  • Patriot Investment Management Group's WisdomTree India Earnings Fund ETF position peaked at $8.43K in Q2 2020.
  • 111 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2020.

Based on Patriot Investment Management Group's 13F filing for Q3 2020, filed 23 Oct 2020.