SC
EPI icon

Sumit Capital’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Sumit Capital’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
2014
Q2 		– Sell
-11,840
Closed -$224K – 123
2014
Q1 		$224K Buy
+11,840
New +$202K 0.85% 51

Other funds holding EPI

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Bank of New York Mellon
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Sumit Capital's EPI Position: Q2 2014 in Review

Sumit Capital sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2014, closing a stake of 11,840 shares — an estimated $224K sold.

Sumit Capital first reported a position in EPI in Q1 2014 and held it in 1 quarter. The position peaked at $224K in Q1 2014. 146 funds tracked by Wall St. Rank hold EPI as of Q2 2014.

  • Sumit Capital reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2014 after selling out during the quarter.
  • Sumit Capital sold 11,840 WisdomTree India Earnings Fund ETF shares in Q2 2014, an estimated $224K.
  • Sumit Capital first reported a position in WisdomTree India Earnings Fund ETF in Q1 2014 and held it in 1 quarter.
  • Sumit Capital's WisdomTree India Earnings Fund ETF position peaked at $224K in Q1 2014.
  • 146 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2014.

Based on Sumit Capital's 13F filing for Q2 2014, filed 22 Jul 2014.