Ameriprise
EPOL icon

Ameriprise’s iShares MSCI Poland ETF EPOL Stock Holding History

Ameriprise’s Portfolio EPOL Stock Details EPOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-34,067
Closed -$903K – 3652
2017
Q3 		$903K Buy
34,067
+4,899
+17% +$127K ﹤0.01% 3007
2017
Q2 		$708K Buy
+29,168
New +$685K ﹤0.01% 3096
2014
Q4 		– Sell
-170
Closed -$5K – 3907
2014
Q3 		$5K Sell
170
-5
-3% -$144 ﹤0.01% 5135
2014
Q2 		$5K Sell
175
-185
-51% -$5.56K ﹤0.01% 4950
2014
Q1 		$11K Buy
360
+40
+13% +$1.17K ﹤0.01% 4490
2013
Q4 		$9K Buy
+320
New +$9.76K ﹤0.01% 4414
2013
Q3 		– Sell
-95
Closed -$2K – 5621
2013
Q2 		$2K Buy
+95
New +$2.48K ﹤0.01% 5327

Other funds holding EPOL

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.4B AUM 33.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LK
Lumbard & Kellner Hollis, New Hampshire $330M AUM 65.94% 1-Year Est. Return
AC
AFAM Capital Austin, Texas $718M AUM 12.09% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Ameriprise's EPOL Position: Q4 2017 in Review

Ameriprise sold out of iShares MSCI Poland ETF (EPOL) in Q4 2017, closing a stake of 34,067 shares — an estimated $903K sold.

Ameriprise first reported a position in EPOL in Q2 2013 and held it in 7 quarters. The position peaked at $903K in Q3 2017. 77 funds tracked by Wall St. Rank hold EPOL as of Q4 2017.

  • Ameriprise reported no remaining iShares MSCI Poland ETF position as of Q4 2017 after selling out during the quarter.
  • Ameriprise sold 34,067 iShares MSCI Poland ETF shares in Q4 2017, an estimated $903K.
  • Ameriprise first reported a position in iShares MSCI Poland ETF in Q2 2013 and held it in 7 quarters.
  • Ameriprise's iShares MSCI Poland ETF position peaked at $903K in Q3 2017.
  • 77 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q4 2017.

Based on Ameriprise's 13F filing for Q4 2017, filed 12 Feb 2018.