SIG
EPI icon

Stanford Investment Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Stanford Investment 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
2016
Q4 		– Sell
-3,675
Closed -$79K – 385
2016
Q3 		$79K Buy
+3,675
New +$78.6K 0.04% 106

Other funds holding EPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RMPT
Raytheon Master Pension Trust Waltham, Massachusetts $140M AUM 5.65% 1-Year Est. Return

Stanford Investment Group's EPI Position: Q4 2016 in Review

Stanford Investment Group sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2016, closing a stake of 3,675 shares — an estimated $79K sold.

Stanford Investment Group first reported a position in EPI in Q3 2016 and held it in 1 quarter. The position peaked at $79K in Q3 2016. 139 funds tracked by Wall St. Rank hold EPI as of Q4 2016.

  • Stanford Investment Group reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2016 after selling out during the quarter.
  • Stanford Investment Group sold 3,675 WisdomTree India Earnings Fund ETF shares in Q4 2016, an estimated $79K.
  • Stanford Investment Group first reported a position in WisdomTree India Earnings Fund ETF in Q3 2016 and held it in 1 quarter.
  • Stanford Investment Group's WisdomTree India Earnings Fund ETF position peaked at $79K in Q3 2016.
  • 139 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2016.

Based on Stanford Investment Group's 13F filing for Q4 2016, filed 2 Feb 2017.