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

Cumberland 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
Q4 		– Sell
-79,820
Closed -$1.91M – 75
2018
Q3 		$1.91M Buy
+79,820
New +$1.87M 1.28% 28
2014
Q1 		– Sell
-24,040
Closed -$714K – 36
2013
Q4 		$714K Buy
+24,040
New +$733K 0.4% 27

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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $187M AUM 26.22% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Cumberland Advisors's EPOL Position: Q4 2018 in Review

Cumberland Advisors sold out of iShares MSCI Poland ETF (EPOL) in Q4 2018, closing a stake of 79,820 shares — an estimated $1.91M sold.

Cumberland Advisors first reported a position in EPOL in Q4 2013 and held it in 2 quarters. The position peaked at $1.91M in Q3 2018. 74 funds tracked by Wall St. Rank hold EPOL as of Q4 2018.

  • Cumberland Advisors reported no remaining iShares MSCI Poland ETF position as of Q4 2018 after selling out during the quarter.
  • Cumberland Advisors sold 79,820 iShares MSCI Poland ETF shares in Q4 2018, an estimated $1.91M.
  • Cumberland Advisors first reported a position in iShares MSCI Poland ETF in Q4 2013 and held it in 2 quarters.
  • Cumberland Advisors's iShares MSCI Poland ETF position peaked at $1.91M in Q3 2018.
  • 74 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q4 2018.

Based on Cumberland Advisors's 13F filing for Q4 2018, filed 8 Jan 2019.