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Ladenburg Thalmann Financial Services’s iShares MSCI Poland ETF EPOL Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$78K Sell
3,716
-439
-11% -$9.34K ﹤0.01% 3198
2019
Q3 		$86K Sell
4,155
-965
-19% -$21K ﹤0.01% 3043
2019
Q2 		$121K Sell
5,120
-2,467
-33% -$56.3K ﹤0.01% 2833
2019
Q1 		$173K Sell
7,587
-23
-0.3% -$541 ﹤0.01% 2506
2018
Q4 		$175K Sell
7,610
-1,515
-17% -$34.5K ﹤0.01% 2333
2018
Q3 		$218K Sell
9,125
-1,470
-14% -$34.5K ﹤0.01% 2249
2018
Q2 		$266K Hold
10,595
– – ﹤0.01% 2008
2018
Q1 		$266K Buy
10,595
+2,481
+31% +$68K ﹤0.01% 2008
2017
Q4 		$219K Sell
8,114
-12,501
-61% -$335K ﹤0.01% 2150
2017
Q3 		$546K Buy
20,615
+4,168
+25% +$108K 0.01% 1407
2017
Q2 		$399K Buy
16,447
+4,559
+38% +$107K ﹤0.01% 1534
2017
Q1 		$257K Buy
11,888
+4,846
+69% +$100K ﹤0.01% 1734
2016
Q4 		$128K Buy
7,042
+6,766
+2,451% +$121K ﹤0.01% 2125
2016
Q3 		$5K Buy
+276
New +$4.95K ﹤0.01% 4144
2015
Q3 		– Sell
-100
Closed -$2K – 4636
2015
Q2 		$2K Sell
100
-12
-11% -$295 ﹤0.01% 4329
2015
Q1 		$3K Sell
112
-200
-64% -$4.65K ﹤0.01% 4152
2014
Q4 		$8K Hold
312
– – ﹤0.01% 3514
2014
Q3 		$9K Hold
312
– – ﹤0.01% 3148
2014
Q2 		$9K Buy
312
+300
+2,500% +$9.01K ﹤0.01% 3129
2014
Q1 		$0 Hold
12
– – ﹤0.01% 3783
2013
Q4 		$0 Sell
12
-22
-65% -$671 ﹤0.01% 3760
2013
Q3 		$1K Hold
34
– – ﹤0.01% 3556
2013
Q2 		$1K Buy
+34
New +$887 ﹤0.01% 3458

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LK
Lumbard & Kellner Hollis, New Hampshire $289M AUM 59.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ladenburg Thalmann Financial Services's EPOL Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its iShares MSCI Poland ETF (EPOL) stake by 11% in Q4 2019, selling an estimated $9.34K and leaving 3,716 shares worth $78K. The position accounts for ﹤0.01% of the portfolio, ranked #3198.

Ladenburg Thalmann Financial Services first reported a position in EPOL in Q2 2013 and has held it in 23 quarters since. The position peaked at $546K in Q3 2017. 62 funds tracked by Wall St. Rank hold EPOL as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 3,716 shares of iShares MSCI Poland ETF worth $78K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 439 iShares MSCI Poland ETF shares in Q4 2019, an estimated $9.34K.
  • iShares MSCI Poland ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3198 holding.
  • Ladenburg Thalmann Financial Services first reported a position in iShares MSCI Poland ETF in Q2 2013 and has held it in 23 quarters since.
  • Ladenburg Thalmann Financial Services's iShares MSCI Poland ETF position peaked at $546K in Q3 2017.
  • 62 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.