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Cornerstone Wealth Management’s iShares MSCI Poland ETF EPOL Stock Holding History

Cornerstone Wealth Management’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
Q1 		– Sell
-15,993
Closed -$446K – 393
2017
Q4 		$446K Buy
15,993
+880
+6% +$23.6K 0.08% 233
2017
Q3 		$402K Buy
15,113
+2,368
+19% +$61.6K 0.08% 240
2017
Q2 		$308K Buy
+12,745
New +$299K 0.07% 280

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
AC
AFAM Capital Austin, Texas $718M AUM 12.09% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

Cornerstone Wealth Management's EPOL Position: Q1 2018 in Review

Cornerstone Wealth Management sold out of iShares MSCI Poland ETF (EPOL) in Q1 2018, closing a stake of 15,993 shares — an estimated $446K sold.

Cornerstone Wealth Management first reported a position in EPOL in Q2 2017 and held it in 3 quarters. The position peaked at $446K in Q4 2017. 86 funds tracked by Wall St. Rank hold EPOL as of Q1 2018.

  • Cornerstone Wealth Management reported no remaining iShares MSCI Poland ETF position as of Q1 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 15,993 iShares MSCI Poland ETF shares in Q1 2018, an estimated $446K.
  • Cornerstone Wealth Management first reported a position in iShares MSCI Poland ETF in Q2 2017 and held it in 3 quarters.
  • Cornerstone Wealth Management's iShares MSCI Poland ETF position peaked at $446K in Q4 2017.
  • 86 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q1 2018.

Based on Cornerstone Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.