San Francisco Sentry Investment Group’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

San Francisco Sentry Investment Group’s Portfolio WTPI Stock Details WTPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-500	Closed	-$14K	–	893
2018 Q1	$14K	Hold	500	–	–	﹤0.01%	649
2017 Q4	$15K	Hold	500	–	–	﹤0.01%	625
2017 Q3	$15K	Hold	500	–	–	0.01%	598
2017 Q2	$15K	Buy	+500	New	+$14.3K	0.01%	497

Other funds holding WTPI

CCM

Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SAM

Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

BSAM

Blue Sky Asset Management Greenwood Village, Colorado $25.7M AUM 20.46% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

San Francisco Sentry Investment Group's WTPI Position: Q2 2018 in Review

San Francisco Sentry Investment Group sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q2 2018, closing a stake of 500 shares — an estimated $14K sold.

San Francisco Sentry Investment Group first reported a position in WTPI in Q2 2017 and held it in 4 quarters. The position peaked at $15K in Q4 2017. 45 funds tracked by Wall St. Rank hold WTPI as of Q2 2018.

San Francisco Sentry Investment Group reported no remaining WisdomTree Equity Premium Income Fund position as of Q2 2018 after selling out during the quarter.
San Francisco Sentry Investment Group sold 500 WisdomTree Equity Premium Income Fund shares in Q2 2018, an estimated $14K.
San Francisco Sentry Investment Group first reported a position in WisdomTree Equity Premium Income Fund in Q2 2017 and held it in 4 quarters.
San Francisco Sentry Investment Group's WisdomTree Equity Premium Income Fund position peaked at $15K in Q4 2017.
45 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2018.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2018, filed 6 Aug 2018.