LB
EPOL icon

Legacy Bridge’s iShares MSCI Poland ETF EPOL Stock Holding History

Legacy Bridge’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 		– Sell
-350
Closed -$7K – 286
2019
Q3 		$7K Hold
350
– – 0.01% 262
2019
Q2 		$8K Hold
350
– – 0.01% 276
2019
Q1 		$8K Hold
350
– – 0.01% 277
2018
Q4 		$8K Buy
+350
New +$7.97K 0.01% 207

Other funds holding EPOL

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LK
Lumbard & Kellner Hollis, New Hampshire $330M AUM 65.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 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 $6.73T AUM 46.02% 1-Year Est. Return

Legacy Bridge's EPOL Position: Q4 2019 in Review

Legacy Bridge sold out of iShares MSCI Poland ETF (EPOL) in Q4 2019, closing a stake of 350 shares — an estimated $7K sold.

Legacy Bridge first reported a position in EPOL in Q4 2018 and held it in 4 quarters. The position peaked at $8K in Q2 2019. 62 funds tracked by Wall St. Rank hold EPOL as of Q4 2019.

  • Legacy Bridge reported no remaining iShares MSCI Poland ETF position as of Q4 2019 after selling out during the quarter.
  • Legacy Bridge sold 350 iShares MSCI Poland ETF shares in Q4 2019, an estimated $7K.
  • Legacy Bridge first reported a position in iShares MSCI Poland ETF in Q4 2018 and held it in 4 quarters.
  • Legacy Bridge's iShares MSCI Poland ETF position peaked at $8K in Q2 2019.
  • 62 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q4 2019.

Based on Legacy Bridge's 13F filing for Q4 2019, filed 4 Feb 2020.