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SevenBridge Financial Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

SevenBridge Financial 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
2019
Q3 		– Sell
-305
Closed -$8K – 267
2019
Q2 		$8K Hold
305
– – ﹤0.01% 475
2019
Q1 		$8K Hold
305
– – ﹤0.01% 436
2018
Q4 		$8K Hold
305
– – ﹤0.01% 391
2018
Q3 		$7K Hold
305
– – ﹤0.01% 451
2018
Q2 		$8K Hold
305
– – ﹤0.01% 443
2018
Q1 		$8K Sell
305
-400
-57% -$11K ﹤0.01% 447
2017
Q4 		$20K Sell
705
-1,600
-69% -$42.7K 0.01% 371
2017
Q3 		$58K Hold
2,305
– – 0.03% 233
2017
Q2 		$56K Hold
2,305
– – 0.03% 243
2017
Q1 		$57K Hold
2,305
– – 0.04% 231
2016
Q4 		$50K Hold
2,305
– – 0.04% 250
2016
Q3 		$50K Hold
2,305
– – 0.04% 246
2016
Q2 		$47K Buy
+2,305
New +$45.2K 0.03% 284

Other funds holding EPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

SevenBridge Financial Group's EPI Position: Q3 2019 in Review

SevenBridge Financial Group sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2019, closing a stake of 305 shares — an estimated $8K sold.

SevenBridge Financial Group first reported a position in EPI in Q2 2016 and held it in 13 quarters. The position peaked at $58K in Q3 2017. 160 funds tracked by Wall St. Rank hold EPI as of Q3 2019.

  • SevenBridge Financial Group reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2019 after selling out during the quarter.
  • SevenBridge Financial Group sold 305 WisdomTree India Earnings Fund ETF shares in Q3 2019, an estimated $8K.
  • SevenBridge Financial Group first reported a position in WisdomTree India Earnings Fund ETF in Q2 2016 and held it in 13 quarters.
  • SevenBridge Financial Group's WisdomTree India Earnings Fund ETF position peaked at $58K in Q3 2017.
  • 160 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.