CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s iShares MSCI Peru and Global Exposure ETF EPU Stock Holding History

CAPTRUST Financial Advisors’s Portfolio EPU Stock Details EPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-130
Closed -$5K – 1602
2018
Q2 		$5K Buy
+130
New +$5.54K ﹤0.01% 1325

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Royal Bank of Canada
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AC
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CCA
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CAPTRUST Financial Advisors's EPU Position: Q3 2018 in Review

CAPTRUST Financial Advisors sold out of iShares MSCI Peru and Global Exposure ETF (EPU) in Q3 2018, closing a stake of 130 shares — an estimated $5K sold.

CAPTRUST Financial Advisors first reported a position in EPU in Q2 2018 and held it in 1 quarter. The position peaked at $5K in Q2 2018. 54 funds tracked by Wall St. Rank hold EPU as of Q3 2018.

  • CAPTRUST Financial Advisors reported no remaining iShares MSCI Peru and Global Exposure ETF position as of Q3 2018 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 130 iShares MSCI Peru and Global Exposure ETF shares in Q3 2018, an estimated $5K.
  • CAPTRUST Financial Advisors first reported a position in iShares MSCI Peru and Global Exposure ETF in Q2 2018 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's iShares MSCI Peru and Global Exposure ETF position peaked at $5K in Q2 2018.
  • 54 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q3 2018.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2018, filed 15 Nov 2018.