SG Americas Securities
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SG Americas Securities’s WisdomTree US LargeCap Fund EPS Stock Holding History

SG Americas Securities’s Portfolio EPS Stock Details EPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-5,700
Closed -$155K – 3264
2017
Q1 		$155K Sell
5,700
-300
-5% -$8.04K ﹤0.01% 2637
2016
Q4 		$155K Sell
6,000
-900
-13% -$22.4K ﹤0.01% 2549
2016
Q3 		$168K Buy
+6,900
New +$167K ﹤0.01% 2634

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LTFS
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MWM
Marietta Wealth Management Marietta, Georgia $841M AUM 21.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

SG Americas Securities's EPS Position: Q2 2017 in Review

SG Americas Securities sold out of WisdomTree US LargeCap Fund (EPS) in Q2 2017, closing a stake of 5,700 shares — an estimated $155K sold.

SG Americas Securities first reported a position in EPS in Q3 2016 and held it in 3 quarters. The position peaked at $168K in Q3 2016. 28 funds tracked by Wall St. Rank hold EPS as of Q2 2017.

  • SG Americas Securities reported no remaining WisdomTree US LargeCap Fund position as of Q2 2017 after selling out during the quarter.
  • SG Americas Securities sold 5,700 WisdomTree US LargeCap Fund shares in Q2 2017, an estimated $155K.
  • SG Americas Securities first reported a position in WisdomTree US LargeCap Fund in Q3 2016 and held it in 3 quarters.
  • SG Americas Securities's WisdomTree US LargeCap Fund position peaked at $168K in Q3 2016.
  • 28 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2017.

Based on SG Americas Securities's 13F filing for Q2 2017, filed 3 Aug 2017.