Creative Planning
EPOL icon

Creative Planning’s iShares MSCI Poland ETF EPOL Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-4,871
Closed -$118K – 2421
2017
Q2 		$118K Buy
4,871
+153
+3% +$3.6K ﹤0.01% 1871
2017
Q1 		$102K Buy
4,718
+4,530
+2,410% +$93.9K ﹤0.01% 1943
2016
Q4 		$3K Sell
188
-484
-72% -$8.64K ﹤0.01% 4140
2016
Q3 		$12K Buy
672
+500
+291% +$8.97K ﹤0.01% 3384
2016
Q2 		$3K Hold
172
– – ﹤0.01% 3869
2016
Q1 		$3K Hold
172
– – ﹤0.01% 3793
2015
Q4 		$3K Sell
172
-300
-64% -$5.91K ﹤0.01% 3897
2015
Q3 		$10K Buy
+472
New +$10.3K ﹤0.01% 3191
2015
Q2 		– Sell
-472
Closed -$11K – 1657
2015
Q1 		$11K Hold
472
– – ﹤0.01% 3124
2014
Q4 		$11K Hold
472
– – ﹤0.01% 3057
2014
Q3 		$13K Hold
472
– – ﹤0.01% 2792
2014
Q2 		$14K Sell
472
-224
-32% -$6.73K ﹤0.01% 2696
2014
Q1 		$21K Buy
696
+524
+305% +$15.3K ﹤0.01% 2330
2013
Q4 		$5K Hold
172
– – ﹤0.01% 2830
2013
Q3 		$5K Hold
172
– – ﹤0.01% 2724
2013
Q2 		$4K Buy
+172
New +$4.49K ﹤0.01% 2615

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
PL
Parkwood LLC Cleveland, Ohio $1.4B AUM 33.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AC
AFAM Capital Austin, Texas $718M AUM 12.09% 1-Year Est. Return
LK
Lumbard & Kellner Hollis, New Hampshire $330M AUM 65.94% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
ED
Exane Derivatives Paris, France $174M AUM 7.84% 1-Year Est. Return

Creative Planning's EPOL Position: Q3 2017 in Review

Creative Planning sold out of iShares MSCI Poland ETF (EPOL) in Q3 2017, closing a stake of 4,871 shares — an estimated $118K sold.

Creative Planning first reported a position in EPOL in Q2 2013 and held it in 16 quarters. The position peaked at $118K in Q2 2017. 71 funds tracked by Wall St. Rank hold EPOL as of Q3 2017.

  • Creative Planning reported no remaining iShares MSCI Poland ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 4,871 iShares MSCI Poland ETF shares in Q3 2017, an estimated $118K.
  • Creative Planning first reported a position in iShares MSCI Poland ETF in Q2 2013 and held it in 16 quarters.
  • Creative Planning's iShares MSCI Poland ETF position peaked at $118K in Q2 2017.
  • 71 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.