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United Services Automobile Association’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

United Services Automobile Association’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
Q3 		– Sell
-345,567
Closed -$8.7M – 2326
2018
Q2 		$8.7M Sell
345,567
-107,469
-24% -$2.79M 0.02% 603
2018
Q1 		$11.9M Sell
453,036
-1,051,421
-70% -$28.9M 0.03% 486
2017
Q4 		$41.9M Sell
1,504,457
-5,000
-0.3% -$133K 0.11% 213
2017
Q3 		$38M Sell
1,509,457
-3,900
-0.3% -$101K 0.11% 215
2017
Q2 		$37.1M Hold
1,513,357
– – 0.11% 219
2017
Q1 		$36.5M Sell
1,513,357
-20,000
-1% -$445K 0.12% 216
2016
Q4 		$31M Sell
1,533,357
-19,300
-1% -$401K 0.1% 243
2016
Q3 		$33.6M Hold
1,552,657
– – 0.11% 226
2016
Q2 		$31.3M Hold
1,552,657
– – 0.11% 229
2016
Q1 		$30.3M Sell
1,552,657
-180,190
-10% -$3.29M 0.11% 228
2015
Q4 		$34.4M Hold
1,732,847
– – 0.12% 197
2015
Q3 		$34.5M Sell
1,732,847
-11,200
-0.6% -$233K 0.13% 190
2015
Q2 		$37.8M Buy
1,744,047
+64,800
+4% +$1.43M 0.13% 185
2015
Q1 		$38.3M Buy
1,679,247
+801,600
+91% +$18.7M 0.13% 182
2014
Q4 		$19.4M Buy
877,647
+32,150
+4% +$722K 0.07% 312
2014
Q3 		$18.5M Hold
845,497
– – 0.07% 311
2014
Q2 		$19M Sell
845,497
-306,870
-27% -$6.39M 0.07% 308
2014
Q1 		$21.8M Sell
1,152,367
-981,937
-46% -$16.8M 0.08% 268
2013
Q4 		$37.2M Buy
2,134,304
+412,779
+24% +$6.87M 0.15% 165
2013
Q3 		$26.4M Buy
1,721,525
+61,890
+4% +$959K 0.11% 219
2013
Q2 		$26.8M Buy
+1,659,635
New +$29.5M 0.12% 191

Other funds holding EPI

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

United Services Automobile Association's EPI Position: Q3 2018 in Review

United Services Automobile Association sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2018, closing a stake of 345,567 shares — an estimated $8.7M sold.

United Services Automobile Association first reported a position in EPI in Q2 2013 and held it in 21 quarters. The position peaked at $41.9M in Q4 2017. 170 funds tracked by Wall St. Rank hold EPI as of Q3 2018.

  • United Services Automobile Association reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2018 after selling out during the quarter.
  • United Services Automobile Association sold 345,567 WisdomTree India Earnings Fund ETF shares in Q3 2018, an estimated $8.7M.
  • United Services Automobile Association first reported a position in WisdomTree India Earnings Fund ETF in Q2 2013 and held it in 21 quarters.
  • United Services Automobile Association's WisdomTree India Earnings Fund ETF position peaked at $41.9M in Q4 2017.
  • 170 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2018.

Based on United Services Automobile Association's 13F filing for Q3 2018, filed 13 Nov 2018.