Jim Simons
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Jim Simons’s iShares MSCI Peru and Global Exposure ETF EPU Stock Holding History

Jim Simons’s Portfolio EPU Stock Details EPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-7,000
Closed -$275K – 3597
2019
Q1 		$275K Buy
+7,000
New +$265K ﹤0.01% 3122
2018
Q2 		– Sell
-8,300
Closed -$353K – 3333
2018
Q1 		$353K Buy
8,300
+1,300
+19% +$54.9K ﹤0.01% 3014
2017
Q4 		$287K Buy
+7,000
New +$286K ﹤0.01% 3038

Other funds holding EPU

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $824M AUM 78.19% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $187M AUM 26.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Jim Simons's EPU Position: Q2 2019 in Review

Jim Simons sold out of iShares MSCI Peru and Global Exposure ETF (EPU) in Q2 2019, closing a stake of 7,000 shares — an estimated $275K sold.

Jim Simons first reported a position in EPU in Q4 2017 and held it in 3 quarters. The position peaked at $353K in Q1 2018. 46 funds tracked by Wall St. Rank hold EPU as of Q2 2019.

  • Jim Simons reported no remaining iShares MSCI Peru and Global Exposure ETF position as of Q2 2019 after selling out during the quarter.
  • Jim Simons sold 7,000 iShares MSCI Peru and Global Exposure ETF shares in Q2 2019, an estimated $275K.
  • Jim Simons first reported a position in iShares MSCI Peru and Global Exposure ETF in Q4 2017 and held it in 3 quarters.
  • Jim Simons's iShares MSCI Peru and Global Exposure ETF position peaked at $353K in Q1 2018.
  • 46 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q2 2019.

Based on Renaissance Technologies's 13F filing for Q2 2019, filed 12 Aug 2019.