Simplicity Solutions’s WisdomTree US LargeCap Fund EPS Stock Holding History

Simplicity Solutions’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	-152,711	Closed	-$5.07M	–	875
2020 Q2	$5.07M	Sell	152,711 -44,476	-23%	-$1.41M	0.1%	186
2020 Q1	$5.54M	Sell	197,187 -883	-0.4%	-$30.1K	0.17%	106
2019 Q4	$7.27M	Buy	198,070 +16,187	+9%	+$567K	0.22%	78
2019 Q3	$6.1M	Buy	+181,883	New	+$6.04M	0.25%	64

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 $26.4B AUM 21.05% 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

Simplicity Solutions's EPS Position: Q3 2020 in Review

Simplicity Solutions sold out of WisdomTree US LargeCap Fund (EPS) in Q3 2020, closing a stake of 152,711 shares — an estimated $5.07M sold.

Simplicity Solutions first reported a position in EPS in Q3 2019 and held it in 4 quarters. The position peaked at $7.27M in Q4 2019. 58 funds tracked by Wall St. Rank hold EPS as of Q3 2020.

Simplicity Solutions reported no remaining WisdomTree US LargeCap Fund position as of Q3 2020 after selling out during the quarter.
Simplicity Solutions sold 152,711 WisdomTree US LargeCap Fund shares in Q3 2020, an estimated $5.07M.
Simplicity Solutions first reported a position in WisdomTree US LargeCap Fund in Q3 2019 and held it in 4 quarters.
Simplicity Solutions's WisdomTree US LargeCap Fund position peaked at $7.27M in Q4 2019.
58 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2020.

Based on Simplicity Solutions's 13F filing for Q3 2020, filed 4 Nov 2020.