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Calton & Associates’s iShares MSCI Poland ETF EPOL Stock Holding History

Calton & Associates’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
2018
Q2 		– Sell
-8,604
Closed -$216K – 326
2018
Q1 		$216K Buy
8,604
+58
+0.7% +$1.59K 0.06% 312
2017
Q4 		$254K Buy
+8,546
New +$229K 0.06% 285

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
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 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
LK
Lumbard & Kellner Hollis, New Hampshire $330M AUM 65.94% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Calton & Associates's EPOL Position: Q2 2018 in Review

Calton & Associates sold out of iShares MSCI Poland ETF (EPOL) in Q2 2018, closing a stake of 8,604 shares — an estimated $216K sold.

Calton & Associates first reported a position in EPOL in Q4 2017 and held it in 2 quarters. The position peaked at $254K in Q4 2017. 72 funds tracked by Wall St. Rank hold EPOL as of Q2 2018.

  • Calton & Associates reported no remaining iShares MSCI Poland ETF position as of Q2 2018 after selling out during the quarter.
  • Calton & Associates sold 8,604 iShares MSCI Poland ETF shares in Q2 2018, an estimated $216K.
  • Calton & Associates first reported a position in iShares MSCI Poland ETF in Q4 2017 and held it in 2 quarters.
  • Calton & Associates's iShares MSCI Poland ETF position peaked at $254K in Q4 2017.
  • 72 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q2 2018.

Based on Calton & Associates's 13F filing for Q2 2018, filed 10 Aug 2018.