Sonora Investment Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Sonora Investment Management’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
2018 Q1	–	Sell	-1,000	Closed	-$27.8K	–	1200
2017 Q4	$27.8K	Sell	1,000 -400	-29%	-$10.7K	﹤0.01%	505
2017 Q3	$35.2K	Sell	1,400 -650	-32%	-$16.9K	0.01%	405
2017 Q2	$50.2K	Sell	2,050 -400	-16%	-$9.92K	0.01%	344
2017 Q1	$59.1K	Hold	2,450	–	–	0.01%	306
2016 Q4	$49.5K	Buy	2,450 +700	+40%	+$14.6K	0.01%	297
2016 Q3	$37.8K	Sell	1,750 -700	-29%	-$15K	0.01%	325
2016 Q2	$49.5K	Hold	2,450	–	–	0.01%	273
2016 Q1	$48K	Hold	2,450	–	–	0.01%	294
2015 Q4	$49K	Hold	2,450	–	–	0.01%	233
2015 Q3	$46K	Buy	+2,450	New	+$50.9K	0.01%	221

Other funds holding EPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sonora Investment Management's EPI Position: Q1 2018 in Review

Sonora Investment Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2018, closing a stake of 1,000 shares — an estimated $27.8K sold.

Sonora Investment Management first reported a position in EPI in Q3 2015 and held it in 10 quarters. The position peaked at $59.1K in Q1 2017. 181 funds tracked by Wall St. Rank hold EPI as of Q1 2018.

Sonora Investment Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2018 after selling out during the quarter.
Sonora Investment Management sold 1,000 WisdomTree India Earnings Fund ETF shares in Q1 2018, an estimated $27.8K.
Sonora Investment Management first reported a position in WisdomTree India Earnings Fund ETF in Q3 2015 and held it in 10 quarters.
Sonora Investment Management's WisdomTree India Earnings Fund ETF position peaked at $59.1K in Q1 2017.
181 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2018.

Based on Sonora Investment Management's 13F filing for Q1 2018, filed 19 Apr 2018.