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United Bank (Virginia)’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

United Bank (Virginia)’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
2019
Q4 		– Sell
-45,929
Closed -$1.09M – 141
2019
Q3 		$1.09M Hold
45,929
– – 0.2% 66
2019
Q2 		$1.2M Buy
45,929
+23,212
+102% +$602K 0.2% 64
2019
Q1 		$598K Hold
22,717
– – 0.11% 84
2018
Q4 		$563K Buy
+22,717
New +$531K 0.12% 86

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IG
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

United Bank (Virginia)'s EPI Position: Q4 2019 in Review

United Bank (Virginia) sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2019, closing a stake of 45,929 shares — an estimated $1.09M sold.

United Bank (Virginia) first reported a position in EPI in Q4 2018 and held it in 4 quarters. The position peaked at $1.2M in Q2 2019. 162 funds tracked by Wall St. Rank hold EPI as of Q4 2019.

  • United Bank (Virginia) reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2019 after selling out during the quarter.
  • United Bank (Virginia) sold 45,929 WisdomTree India Earnings Fund ETF shares in Q4 2019, an estimated $1.09M.
  • United Bank (Virginia) first reported a position in WisdomTree India Earnings Fund ETF in Q4 2018 and held it in 4 quarters.
  • United Bank (Virginia)'s WisdomTree India Earnings Fund ETF position peaked at $1.2M in Q2 2019.
  • 162 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2019.

Based on United Bank (Virginia)'s 13F filing for Q4 2019, filed 14 Feb 2020.