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Westport Resources Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Westport Resources Management’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
2013
Q4 		– Sell
-2,500
Closed -$38K – 1149
2013
Q3 		$38K Hold
2,500
– – 0.01% 595
2013
Q2 		$41K Buy
+2,500
New +$44.5K 0.01% 548

Other funds holding EPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
TGA
Trilogy Global Advisors Winter Park, Florida $712K AUM 8.54% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Westport Resources Management's EPI Position: Q4 2013 in Review

Westport Resources Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2013, closing a stake of 2,500 shares — an estimated $38K sold.

Westport Resources Management first reported a position in EPI in Q2 2013 and held it in 2 quarters. The position peaked at $41K in Q2 2013. 113 funds tracked by Wall St. Rank hold EPI as of Q4 2013.

  • Westport Resources Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2013 after selling out during the quarter.
  • Westport Resources Management sold 2,500 WisdomTree India Earnings Fund ETF shares in Q4 2013, an estimated $38K.
  • Westport Resources Management first reported a position in WisdomTree India Earnings Fund ETF in Q2 2013 and held it in 2 quarters.
  • Westport Resources Management's WisdomTree India Earnings Fund ETF position peaked at $41K in Q2 2013.
  • 113 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2013.

Based on Westport Resources Management's 13F filing for Q4 2013, filed 7 Feb 2014.