LAM
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Lebenthal Asset Management’s iShares MSCI Poland ETF EPOL Stock Holding History

Lebenthal Asset Management’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
Q4 		– Sell
-6,975
Closed -$127K – 421
2016
Q3 		$127K Buy
+6,975
New +$125K 0.02% 323

Other funds holding EPOL

GI
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State of Tennessee, Department of Treasury
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H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LK
Lumbard & Kellner Hollis, New Hampshire $289M AUM 59.5% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Lebenthal Asset Management's EPOL Position: Q4 2016 in Review

Lebenthal Asset Management sold out of iShares MSCI Poland ETF (EPOL) in Q4 2016, closing a stake of 6,975 shares — an estimated $127K sold.

Lebenthal Asset Management first reported a position in EPOL in Q3 2016 and held it in 1 quarter. The position peaked at $127K in Q3 2016. 51 funds tracked by Wall St. Rank hold EPOL as of Q4 2016.

  • Lebenthal Asset Management reported no remaining iShares MSCI Poland ETF position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 6,975 iShares MSCI Poland ETF shares in Q4 2016, an estimated $127K.
  • Lebenthal Asset Management first reported a position in iShares MSCI Poland ETF in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's iShares MSCI Poland ETF position peaked at $127K in Q3 2016.
  • 51 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.