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

United Capital 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
2017 Q1	–	Sell	-89,022	Closed	-$1.8M	–	1250
2016 Q4	$1.8M	Sell	89,022 -10,807	-11%	-$225K	0.02%	588
2016 Q3	$2.16M	Buy	99,829 +35,632	+56%	+$762K	0.02%	566
2016 Q2	$1.28M	Buy	+64,197	New	+$1.26M	0.01%	661
2015 Q2	–	Sell	-103,572	Closed	-$2.21M	–	1267
2015 Q1	$2.21M	Sell	103,572 -30,660	-23%	-$715K	0.03%	530
2014 Q4	$2.96M	Buy	134,232 +26,689	+25%	+$600K	0.04%	374
2014 Q3	$2.36M	Buy	107,543 +34,491	+47%	+$777K	0.04%	402
2014 Q2	$1.64M	Buy	+73,052	New	+$1.52M	0.03%	453

Other funds holding EPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

RMPT

Raytheon Master Pension Trust Waltham, Massachusetts $140M AUM 5.65% 1-Year Est. Return

United Capital Financial Advisors's EPI Position: Q1 2017 in Review

United Capital Financial Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2017, closing a stake of 89,022 shares — an estimated $1.8M sold.

United Capital Financial Advisors first reported a position in EPI in Q2 2014 and held it in 7 quarters. The position peaked at $2.96M in Q4 2014. 157 funds tracked by Wall St. Rank hold EPI as of Q1 2017.

United Capital Financial Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2017 after selling out during the quarter.
United Capital Financial Advisors sold 89,022 WisdomTree India Earnings Fund ETF shares in Q1 2017, an estimated $1.8M.
United Capital Financial Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q2 2014 and held it in 7 quarters.
United Capital Financial Advisors's WisdomTree India Earnings Fund ETF position peaked at $2.96M in Q4 2014.
157 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2017.

Based on United Capital Financial Advisors's 13F filing for Q1 2017, filed 12 May 2017.