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Summit Securities Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Summit Securities 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
-34,000
Closed -$735K – 279
2016
Q3 		$735K Buy
+34,000
New +$727K 0.25% 52
2015
Q4 		– Sell
-200
Closed -$4K – 328
2015
Q3 		$4K Buy
+200
New +$4.16K ﹤0.01% 292

Other funds holding EPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 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

Summit Securities Group's EPI Position: Q4 2016 in Review

Summit Securities Group sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2016, closing a stake of 34,000 shares — an estimated $735K sold.

Summit Securities Group first reported a position in EPI in Q3 2015 and held it in 2 quarters. The position peaked at $735K in Q3 2016. 138 funds tracked by Wall St. Rank hold EPI as of Q4 2016.

  • Summit Securities Group reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2016 after selling out during the quarter.
  • Summit Securities Group sold 34,000 WisdomTree India Earnings Fund ETF shares in Q4 2016, an estimated $735K.
  • Summit Securities Group first reported a position in WisdomTree India Earnings Fund ETF in Q3 2015 and held it in 2 quarters.
  • Summit Securities Group's WisdomTree India Earnings Fund ETF position peaked at $735K in Q3 2016.
  • 138 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2016.

Based on Summit Securities Group's 13F filing for Q4 2016, filed 25 Jan 2017.