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

Proficio Capital 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
2016
Q2 		– Sell
-4,576
Closed -$89K – 1057
2016
Q1 		$89K Hold
4,576
– – 0.07% 145
2015
Q4 		$91K Buy
+4,576
New +$91.1K 0.09% 113

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CCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Proficio Capital Partners's EPI Position: Q2 2016 in Review

Proficio Capital Partners sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2016, closing a stake of 4,576 shares — an estimated $89K sold.

Proficio Capital Partners first reported a position in EPI in Q4 2015 and held it in 2 quarters. The position peaked at $91K in Q4 2015. 143 funds tracked by Wall St. Rank hold EPI as of Q2 2016.

  • Proficio Capital Partners reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2016 after selling out during the quarter.
  • Proficio Capital Partners sold 4,576 WisdomTree India Earnings Fund ETF shares in Q2 2016, an estimated $89K.
  • Proficio Capital Partners first reported a position in WisdomTree India Earnings Fund ETF in Q4 2015 and held it in 2 quarters.
  • Proficio Capital Partners's WisdomTree India Earnings Fund ETF position peaked at $91K in Q4 2015.
  • 143 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2016.

Based on Proficio Capital Partners's 13F filing for Q2 2016, filed 29 Jul 2016.