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D'Orazio & Associates’s iShares MSCI Poland ETF EPOL Stock Holding History

D'Orazio & Associates’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
2016
Q1 		– Sell
-115
Closed -$2K – 302
2015
Q4 		$2K Hold
115
– – ﹤0.01% 238
2015
Q3 		$2K Hold
115
– – ﹤0.01% 274
2015
Q2 		$3K Hold
115
– – ﹤0.01% 222
2015
Q1 		$3K Hold
115
– – ﹤0.01% 233
2014
Q4 		$3K Hold
115
– – ﹤0.01% 212
2014
Q3 		$3K Hold
115
– – ﹤0.01% 222
2014
Q2 		$3K Hold
115
– – ﹤0.01% 226
2014
Q1 		$3K Hold
115
– – ﹤0.01% 220
2013
Q4 		$3K Buy
+115
New +$3.51K ﹤0.01% 208

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
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
LK
Lumbard & Kellner Hollis, New Hampshire $330M AUM 65.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

D'Orazio & Associates's EPOL Position: Q1 2016 in Review

D'Orazio & Associates sold out of iShares MSCI Poland ETF (EPOL) in Q1 2016, closing a stake of 115 shares — an estimated $2K sold.

D'Orazio & Associates first reported a position in EPOL in Q4 2013 and held it in 9 quarters. The position peaked at $3K in Q2 2015. 49 funds tracked by Wall St. Rank hold EPOL as of Q1 2016.

  • D'Orazio & Associates reported no remaining iShares MSCI Poland ETF position as of Q1 2016 after selling out during the quarter.
  • D'Orazio & Associates sold 115 iShares MSCI Poland ETF shares in Q1 2016, an estimated $2K.
  • D'Orazio & Associates first reported a position in iShares MSCI Poland ETF in Q4 2013 and held it in 9 quarters.
  • D'Orazio & Associates's iShares MSCI Poland ETF position peaked at $3K in Q2 2015.
  • 49 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q1 2016.

Based on D'Orazio & Associates's 13F filing for Q1 2016, filed 13 May 2016.