Cerity Partners
EPU icon

Cerity Partners’s iShares MSCI Peru and Global Exposure ETF EPU Stock Holding History

Cerity Partners’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
2017
Q4 		– Sell
-5,623
Closed -$218K – 566
2017
Q3 		$218K Buy
+5,623
New +$205K 0.02% 519

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Cerity Partners's EPU Position: Q4 2017 in Review

Cerity Partners sold out of iShares MSCI Peru and Global Exposure ETF (EPU) in Q4 2017, closing a stake of 5,623 shares — an estimated $218K sold.

Cerity Partners first reported a position in EPU in Q3 2017 and held it in 1 quarter. The position peaked at $218K in Q3 2017. 50 funds tracked by Wall St. Rank hold EPU as of Q4 2017.

  • Cerity Partners reported no remaining iShares MSCI Peru and Global Exposure ETF position as of Q4 2017 after selling out during the quarter.
  • Cerity Partners sold 5,623 iShares MSCI Peru and Global Exposure ETF shares in Q4 2017, an estimated $218K.
  • Cerity Partners first reported a position in iShares MSCI Peru and Global Exposure ETF in Q3 2017 and held it in 1 quarter.
  • Cerity Partners's iShares MSCI Peru and Global Exposure ETF position peaked at $218K in Q3 2017.
  • 50 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q4 2017.

Based on Cerity Partners's 13F filing for Q4 2017, filed 14 Feb 2018.