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Independent Portfolio Consultants’s iShares MSCI Poland ETF EPOL Stock Holding History

Independent Portfolio Consultants’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
Q3 		– Sell
-1,045
Closed -$18K – 723
2016
Q2 		$18K Sell
1,045
-99,445
-99% -$1.81M 0.01% 647
2016
Q1 		$2.03M Buy
+100,490
New +$1.78M 0.57% 27
2014
Q2 		– Sell
-32,615
Closed -$980K – 828
2014
Q1 		$980K Buy
+32,615
New +$954K 0.31% 83

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
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
ED
Exane Derivatives Paris, France $174M AUM 7.84% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LK
Lumbard & Kellner Hollis, New Hampshire $330M AUM 65.94% 1-Year Est. Return

Independent Portfolio Consultants's EPOL Position: Q3 2016 in Review

Independent Portfolio Consultants sold out of iShares MSCI Poland ETF (EPOL) in Q3 2016, closing a stake of 1,045 shares — an estimated $18K sold.

Independent Portfolio Consultants first reported a position in EPOL in Q1 2014 and held it in 3 quarters. The position peaked at $2.03M in Q1 2016. 55 funds tracked by Wall St. Rank hold EPOL as of Q3 2016.

  • Independent Portfolio Consultants reported no remaining iShares MSCI Poland ETF position as of Q3 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 1,045 iShares MSCI Poland ETF shares in Q3 2016, an estimated $18K.
  • Independent Portfolio Consultants first reported a position in iShares MSCI Poland ETF in Q1 2014 and held it in 3 quarters.
  • Independent Portfolio Consultants's iShares MSCI Poland ETF position peaked at $2.03M in Q1 2016.
  • 55 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q3 2016.

Based on Independent Portfolio Consultants's 13F filing for Q3 2016, filed 5 Oct 2016.