Transamerica Financial Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Transamerica Financial Advisors’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	-2,706	Closed	-$76K	–	462
2017 Q4	$76K	Buy	+2,706	New	+$72.2K	0.01%	228
2016 Q2	–	Sell	-1,200	Closed	-$24K	–	479
2016 Q1	$24K	Sell	1,200 -5,900	-83%	-$108K	﹤0.01%	463
2015 Q4	$142K	Sell	7,100 -3,750	-35%	-$74.7K	0.01%	324
2015 Q3	$217K	Sell	10,850 -225	-2%	-$4.68K	0.02%	277
2015 Q2	$240K	Hold	11,075	–	–	0.02%	312
2015 Q1	$253K	Buy	+11,075	New	+$258K	0.02%	307

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

Transamerica Financial Advisors's EPI Position: Q1 2018 in Review

Transamerica Financial Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2018, closing a stake of 2,706 shares — an estimated $76K sold.

Transamerica Financial Advisors first reported a position in EPI in Q1 2015 and held it in 6 quarters. The position peaked at $253K in Q1 2015. 181 funds tracked by Wall St. Rank hold EPI as of Q1 2018.

Transamerica Financial Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2018 after selling out during the quarter.
Transamerica Financial Advisors sold 2,706 WisdomTree India Earnings Fund ETF shares in Q1 2018, an estimated $76K.
Transamerica Financial Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q1 2015 and held it in 6 quarters.
Transamerica Financial Advisors's WisdomTree India Earnings Fund ETF position peaked at $253K in Q1 2015.
181 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2018.

Based on Transamerica Financial Advisors's 13F filing for Q1 2018, filed 9 May 2018.