SSB
EPI icon

Sandy Spring Bank’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Sandy Spring Bank’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
2015
Q1 		– Sell
-138
Closed -$3K – 894
2014
Q4 		$3K Buy
+138
New +$3.1K ﹤0.01% 749
2014
Q2 		– Sell
-67
Closed -$1K – 801
2014
Q1 		$1K Buy
+67
New +$1.14K ﹤0.01% 721

Other funds holding EPI

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Sandy Spring Bank's EPI Position: Q1 2015 in Review

Sandy Spring Bank sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2015, closing a stake of 138 shares — an estimated $3K sold.

Sandy Spring Bank first reported a position in EPI in Q1 2014 and held it in 2 quarters. The position peaked at $3K in Q4 2014. 173 funds tracked by Wall St. Rank hold EPI as of Q1 2015.

  • Sandy Spring Bank reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2015 after selling out during the quarter.
  • Sandy Spring Bank sold 138 WisdomTree India Earnings Fund ETF shares in Q1 2015, an estimated $3K.
  • Sandy Spring Bank first reported a position in WisdomTree India Earnings Fund ETF in Q1 2014 and held it in 2 quarters.
  • Sandy Spring Bank's WisdomTree India Earnings Fund ETF position peaked at $3K in Q4 2014.
  • 173 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2015.

Based on Sandy Spring Bank's 13F filing for Q1 2015, filed 11 May 2015.