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Integrated Wealth Counsel’s iShares MSCI Poland ETF EPOL Stock Holding History

Integrated Wealth Counsel’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
2013
Q4 		– Sell
-400
Closed -$11.5K – 196
2013
Q3 		$11.5K Hold
400
– – 0.01% 155
2013
Q2 		$10K Buy
+400
New +$10.4K 0.01% 158

Other funds holding EPOL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
KWILP
Kiwi Wealth Investments Limited Partnership Wellington, New Zealand $126M AUM 18.28% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

Integrated Wealth Counsel's EPOL Position: Q4 2013 in Review

Integrated Wealth Counsel sold out of iShares MSCI Poland ETF (EPOL) in Q4 2013, closing a stake of 400 shares — an estimated $11.5K sold.

Integrated Wealth Counsel first reported a position in EPOL in Q2 2013 and held it in 2 quarters. The position peaked at $11.5K in Q3 2013. 60 funds tracked by Wall St. Rank hold EPOL as of Q4 2013.

  • Integrated Wealth Counsel reported no remaining iShares MSCI Poland ETF position as of Q4 2013 after selling out during the quarter.
  • Integrated Wealth Counsel sold 400 iShares MSCI Poland ETF shares in Q4 2013, an estimated $11.5K.
  • Integrated Wealth Counsel first reported a position in iShares MSCI Poland ETF in Q2 2013 and held it in 2 quarters.
  • Integrated Wealth Counsel's iShares MSCI Poland ETF position peaked at $11.5K in Q3 2013.
  • 60 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q4 2013.

Based on Integrated Wealth Counsel's 13F filing for Q4 2013, filed 11 Feb 2014.