Shine Investment Advisory Services’s WisdomTree US LargeCap Fund EPS Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	–	Sell	-321	Closed	-$11K	–	725
2020 Q2	$11K	Hold	321	–	–	﹤0.01%	540
2020 Q1	$9K	Hold	321	–	–	﹤0.01%	528
2019 Q4	$12K	Hold	321	–	–	﹤0.01%	543
2019 Q3	$11K	Hold	321	–	–	0.01%	534
2019 Q2	$11K	Hold	321	–	–	0.01%	520
2019 Q1	$10K	Hold	321	–	–	﹤0.01%	544
2018 Q4	$9K	Hold	321	–	–	﹤0.01%	536
2018 Q3	$10K	Hold	321	–	–	0.01%	518
2018 Q2	$10K	Hold	321	–	–	0.01%	519
2018 Q1	$10K	Hold	321	–	–	0.01%	525
2017 Q4	$10K	Hold	321	–	–	0.01%	528
2017 Q3	$9K	Hold	321	–	–	﹤0.01%	540
2017 Q2	$9K	Buy	+321	New	+$8.84K	﹤0.01%	532

Other funds holding EPS

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

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

DLIC

Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

22CM

20/20 Capital Management Costa Mesa, California $386M AUM 30.28% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Shine Investment Advisory Services's EPS Position: Q3 2020 in Review

Shine Investment Advisory Services sold out of WisdomTree US LargeCap Fund (EPS) in Q3 2020, closing a stake of 321 shares — an estimated $11K sold.

Shine Investment Advisory Services first reported a position in EPS in Q2 2017 and held it in 13 quarters. The position peaked at $12K in Q4 2019. 58 funds tracked by Wall St. Rank hold EPS as of Q3 2020.

Shine Investment Advisory Services reported no remaining WisdomTree US LargeCap Fund position as of Q3 2020 after selling out during the quarter.
Shine Investment Advisory Services sold 321 WisdomTree US LargeCap Fund shares in Q3 2020, an estimated $11K.
Shine Investment Advisory Services first reported a position in WisdomTree US LargeCap Fund in Q2 2017 and held it in 13 quarters.
Shine Investment Advisory Services's WisdomTree US LargeCap Fund position peaked at $12K in Q4 2019.
58 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.