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M Holdings Securities’s iShares MSCI Poland ETF EPOL Stock Holding History

M Holdings Securities’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
Q4 		– Sell
-1,250
Closed -$36K – 251
2014
Q3 		$36K Buy
+1,250
New +$35.9K 0.02% 425

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BCM
Bluefin Capital Management New York $399M AUM 24.96% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
LK
Lumbard & Kellner Hollis, New Hampshire $330M AUM 65.94% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

M Holdings Securities's EPOL Position: Q4 2014 in Review

M Holdings Securities sold out of iShares MSCI Poland ETF (EPOL) in Q4 2014, closing a stake of 1,250 shares — an estimated $36K sold.

M Holdings Securities first reported a position in EPOL in Q3 2014 and held it in 1 quarter. The position peaked at $36K in Q3 2014. 52 funds tracked by Wall St. Rank hold EPOL as of Q4 2014.

  • M Holdings Securities reported no remaining iShares MSCI Poland ETF position as of Q4 2014 after selling out during the quarter.
  • M Holdings Securities sold 1,250 iShares MSCI Poland ETF shares in Q4 2014, an estimated $36K.
  • M Holdings Securities first reported a position in iShares MSCI Poland ETF in Q3 2014 and held it in 1 quarter.
  • M Holdings Securities's iShares MSCI Poland ETF position peaked at $36K in Q3 2014.
  • 52 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.