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LifePlan Financial Group’s iShares MSCI Poland ETF EPOL Stock Holding History

LifePlan Financial Group’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
Q1 		– Sell
-403
Closed -$9K – 551
2018
Q4 		$9K Hold
403
– – 0.01% 394
2018
Q3 		$10K Hold
403
– – 0.01% 386
2018
Q2 		$9K Hold
403
– – 0.01% 387
2018
Q1 		$10K Buy
+403
New +$11.1K 0.01% 362

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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
IC
Innealta Capital Austin, Texas $187M AUM 26.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LifePlan Financial Group's EPOL Position: Q1 2019 in Review

LifePlan Financial Group sold out of iShares MSCI Poland ETF (EPOL) in Q1 2019, closing a stake of 403 shares — an estimated $9K sold.

LifePlan Financial Group first reported a position in EPOL in Q1 2018 and held it in 4 quarters. The position peaked at $10K in Q3 2018. 65 funds tracked by Wall St. Rank hold EPOL as of Q1 2019.

  • LifePlan Financial Group reported no remaining iShares MSCI Poland ETF position as of Q1 2019 after selling out during the quarter.
  • LifePlan Financial Group sold 403 iShares MSCI Poland ETF shares in Q1 2019, an estimated $9K.
  • LifePlan Financial Group first reported a position in iShares MSCI Poland ETF in Q1 2018 and held it in 4 quarters.
  • LifePlan Financial Group's iShares MSCI Poland ETF position peaked at $10K in Q3 2018.
  • 65 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q1 2019.

Based on LifePlan Financial Group's 13F filing for Q1 2019, filed 8 Apr 2019.