Mackenzie Financial
EPOL icon

Mackenzie Financial’s iShares MSCI Poland ETF EPOL Stock Holding History

Mackenzie Financial’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
2017
Q3 		– Sell
-13,563
Closed -$329K – 641
2017
Q2 		$329K Buy
+13,563
New +$319K ﹤0.01% 551

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.4B AUM 33.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AC
AFAM Capital Austin, Texas $718M AUM 12.09% 1-Year Est. Return
LK
Lumbard & Kellner Hollis, New Hampshire $330M AUM 65.94% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
ED
Exane Derivatives Paris, France $174M AUM 7.84% 1-Year Est. Return

Mackenzie Financial's EPOL Position: Q3 2017 in Review

Mackenzie Financial sold out of iShares MSCI Poland ETF (EPOL) in Q3 2017, closing a stake of 13,563 shares — an estimated $329K sold.

Mackenzie Financial first reported a position in EPOL in Q2 2017 and held it in 1 quarter. The position peaked at $329K in Q2 2017. 71 funds tracked by Wall St. Rank hold EPOL as of Q3 2017.

  • Mackenzie Financial reported no remaining iShares MSCI Poland ETF position as of Q3 2017 after selling out during the quarter.
  • Mackenzie Financial sold 13,563 iShares MSCI Poland ETF shares in Q3 2017, an estimated $329K.
  • Mackenzie Financial first reported a position in iShares MSCI Poland ETF in Q2 2017 and held it in 1 quarter.
  • Mackenzie Financial's iShares MSCI Poland ETF position peaked at $329K in Q2 2017.
  • 71 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q3 2017.

Based on Mackenzie Financial's 13F filing for Q3 2017, filed 13 Nov 2017.