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Fusion Investment Group’s iShares MSCI Poland ETF EPOL Stock Holding History

Fusion Investment Group’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
2015
Q4 		$367K Buy
20,291
+1,610
+9% +$31.7K 0.98% 34
2015
Q3 		$389K Buy
+18,681
New +$409K 0.92% 40

Other funds holding EPOL

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LK
Lumbard & Kellner Hollis, New Hampshire $289M AUM 59.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fusion Investment Group's EPOL Position: Q4 2015 in Review

Fusion Investment Group increased its iShares MSCI Poland ETF (EPOL) stake by 8.6% in Q4 2015, buying an estimated $31.7K and bringing the position to 20,291 shares worth $367K. The position accounts for 0.98% of the portfolio, ranked #34.

Fusion Investment Group first reported a position in EPOL in Q3 2015 and has held it in 2 quarters since. The position peaked at $389K in Q3 2015. 54 funds tracked by Wall St. Rank hold EPOL as of Q4 2015.

  • Fusion Investment Group held 20,291 shares of iShares MSCI Poland ETF worth $367K as of Q4 2015.
  • Fusion Investment Group bought 1,610 iShares MSCI Poland ETF shares in Q4 2015, an estimated $31.7K.
  • iShares MSCI Poland ETF made up 0.98% of Fusion Investment Group's portfolio in Q4 2015, its #34 holding.
  • Fusion Investment Group first reported a position in iShares MSCI Poland ETF in Q3 2015 and has held it in 2 quarters since.
  • Fusion Investment Group's iShares MSCI Poland ETF position peaked at $389K in Q3 2015.
  • 54 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.