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Polaris Wealth Advisory Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Polaris Wealth Advisory 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
2018
Q4 		– Sell
-541
Closed -$13K – 237
2018
Q3 		$13K Hold
541
– – ﹤0.01% 375
2018
Q2 		$14K Hold
541
– – ﹤0.01% 185
2018
Q1 		$14K Buy
+541
New +$14.9K ﹤0.01% 325

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Polaris Wealth Advisory Group's EPI Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2018, closing a stake of 541 shares — an estimated $13K sold.

Polaris Wealth Advisory Group first reported a position in EPI in Q1 2018 and held it in 3 quarters. The position peaked at $14K in Q2 2018. 160 funds tracked by Wall St. Rank hold EPI as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 541 WisdomTree India Earnings Fund ETF shares in Q4 2018, an estimated $13K.
  • Polaris Wealth Advisory Group first reported a position in WisdomTree India Earnings Fund ETF in Q1 2018 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's WisdomTree India Earnings Fund ETF position peaked at $14K in Q2 2018.
  • 160 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.