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Prudential plc’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Prudential plc’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
-8,965
Closed -$216K – 702
2018
Q3 		$216K Sell
8,965
-1,200
-12% -$31.2K ﹤0.01% 690
2018
Q2 		$256K Sell
10,165
-49,490
-83% -$1.29M ﹤0.01% 663
2018
Q1 		$1.56M Sell
59,655
-7,235
-11% -$199K ﹤0.01% 470
2017
Q4 		$1.86M Buy
+66,890
New +$1.78M 0.01% 467
2017
Q2 		– Sell
-67,410
Closed -$1.63M – 688
2017
Q1 		$1.63M Buy
+67,410
New +$1.5M 0.01% 445
2016
Q2 		– Sell
-103,000
Closed -$2.01M – 615
2016
Q1 		$2.01M Buy
+103,000
New +$1.88M 0.01% 397

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

Prudential plc's EPI Position: Q4 2018 in Review

Prudential plc sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2018, closing a stake of 8,965 shares — an estimated $216K sold.

Prudential plc first reported a position in EPI in Q1 2016 and held it in 6 quarters. The position peaked at $2.01M in Q1 2016. 160 funds tracked by Wall St. Rank hold EPI as of Q4 2018.

  • Prudential plc reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2018 after selling out during the quarter.
  • Prudential plc sold 8,965 WisdomTree India Earnings Fund ETF shares in Q4 2018, an estimated $216K.
  • Prudential plc first reported a position in WisdomTree India Earnings Fund ETF in Q1 2016 and held it in 6 quarters.
  • Prudential plc's WisdomTree India Earnings Fund ETF position peaked at $2.01M in Q1 2016.
  • 160 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2018.

Based on Prudential plc's 13F filing for Q4 2018, filed 13 Feb 2019.