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Centerpoint Advisors’s iShares MSCI Poland ETF EPOL Stock Holding History

Centerpoint Advisors’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
Q3 		– Sell
-50
Closed -$1K – 274
2018
Q2 		$1K Sell
50
-25
-33% -$602 ﹤0.01% 347
2018
Q1 		$2K Buy
+75
New +$2.06K ﹤0.01% 207

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
LK
Lumbard & Kellner Hollis, New Hampshire $330M AUM 65.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Centerpoint Advisors's EPOL Position: Q3 2018 in Review

Centerpoint Advisors sold out of iShares MSCI Poland ETF (EPOL) in Q3 2018, closing a stake of 50 shares — an estimated $1K sold.

Centerpoint Advisors first reported a position in EPOL in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2018. 73 funds tracked by Wall St. Rank hold EPOL as of Q3 2018.

  • Centerpoint Advisors reported no remaining iShares MSCI Poland ETF position as of Q3 2018 after selling out during the quarter.
  • Centerpoint Advisors sold 50 iShares MSCI Poland ETF shares in Q3 2018, an estimated $1K.
  • Centerpoint Advisors first reported a position in iShares MSCI Poland ETF in Q1 2018 and held it in 2 quarters.
  • Centerpoint Advisors's iShares MSCI Poland ETF position peaked at $2K in Q1 2018.
  • 73 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q3 2018.

Based on Centerpoint Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.