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Vantage Investment Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Vantage Investment 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
Q2 		– Sell
-107
Closed -$3K – 776
2018
Q1 		$3K Hold
107
– – ﹤0.01% 700
2017
Q4 		$3K Hold
107
– – ﹤0.01% 723
2017
Q3 		$3K Buy
107
+1
+0.9% +$26 ﹤0.01% 700
2017
Q2 		$3K Hold
106
– – ﹤0.01% 680
2017
Q1 		$3K Hold
106
– – ﹤0.01% 671
2016
Q4 		$2K Hold
106
– – ﹤0.01% 701
2016
Q3 		$2K Sell
106
-200
-65% -$4.28K ﹤0.01% 688
2016
Q2 		$6K Buy
306
+1
+0.3% +$20 ﹤0.01% 597
2016
Q1 		$6K Hold
305
– – ﹤0.01% 594
2015
Q4 		$6K Hold
305
– – ﹤0.01% 587
2015
Q3 		$6K Buy
305
+1
+0.3% +$21 ﹤0.01% 595
2015
Q2 		$7K Sell
304
-304
-50% -$6.69K ﹤0.01% 555
2015
Q1 		$14K Buy
608
+304
+100% +$7.09K ﹤0.01% 553
2014
Q4 		$7K Hold
304
– – ﹤0.01% 572
2014
Q3 		$7K Buy
304
+1
+0.3% +$23 ﹤0.01% 532
2014
Q2 		$7K Hold
303
– – ﹤0.01% 530
2014
Q1 		$6K Hold
303
– – ﹤0.01% 500
2013
Q4 		$5K Buy
+303
New +$5.04K ﹤0.01% 491

Other funds holding EPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Citigroup
Citigroup New York $235B AUM 32.99% 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

Vantage Investment Advisors's EPI Position: Q2 2018 in Review

Vantage Investment Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2018, closing a stake of 107 shares — an estimated $3K sold.

Vantage Investment Advisors first reported a position in EPI in Q4 2013 and held it in 18 quarters. The position peaked at $14K in Q1 2015. 169 funds tracked by Wall St. Rank hold EPI as of Q2 2018.

  • Vantage Investment Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2018 after selling out during the quarter.
  • Vantage Investment Advisors sold 107 WisdomTree India Earnings Fund ETF shares in Q2 2018, an estimated $3K.
  • Vantage Investment Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q4 2013 and held it in 18 quarters.
  • Vantage Investment Advisors's WisdomTree India Earnings Fund ETF position peaked at $14K in Q1 2015.
  • 169 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2018.

Based on Vantage Investment Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.