KWILP
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Kiwi Wealth Investments Limited Partnership’s iShares MSCI Poland ETF EPOL Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2014
Q3 		– Sell
-219,228
Closed -$6.43M – 71
2014
Q2 		$6.43M Buy
219,228
+4,830
+2% +$145K 0.66% 45
2014
Q1 		$6.44M Buy
214,398
+7,305
+4% +$214K 0.78% 38
2013
Q4 		$6.15M Buy
+207,093
New +$6.32M 0.78% 38

Other funds holding EPOL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's EPOL Position: Q3 2014 in Review

Kiwi Wealth Investments Limited Partnership sold out of iShares MSCI Poland ETF (EPOL) in Q3 2014, closing a stake of 219,228 shares — an estimated $6.43M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in EPOL in Q4 2013 and held it in 3 quarters. The position peaked at $6.44M in Q1 2014. 66 funds tracked by Wall St. Rank hold EPOL as of Q3 2014.

  • Kiwi Wealth Investments Limited Partnership reported no remaining iShares MSCI Poland ETF position as of Q3 2014 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 219,228 iShares MSCI Poland ETF shares in Q3 2014, an estimated $6.43M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in iShares MSCI Poland ETF in Q4 2013 and held it in 3 quarters.
  • Kiwi Wealth Investments Limited Partnership's iShares MSCI Poland ETF position peaked at $6.44M in Q1 2014.
  • 66 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q3 2014.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2014, filed 28 Oct 2014.