MML Investors Services
EPU icon

MML Investors Services’s iShares MSCI Peru and Global Exposure ETF EPU Stock Holding History

MML Investors Services’s Portfolio EPU Stock Details EPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-5,637
Closed -$200K – 1602
2018
Q4 		$200K Buy
+5,637
New +$201K ﹤0.01% 1386

Other funds holding EPU

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MML Investors Services's EPU Position: Q1 2019 in Review

MML Investors Services sold out of iShares MSCI Peru and Global Exposure ETF (EPU) in Q1 2019, closing a stake of 5,637 shares — an estimated $200K sold.

MML Investors Services first reported a position in EPU in Q4 2018 and held it in 1 quarter. The position peaked at $200K in Q4 2018. 53 funds tracked by Wall St. Rank hold EPU as of Q1 2019.

  • MML Investors Services reported no remaining iShares MSCI Peru and Global Exposure ETF position as of Q1 2019 after selling out during the quarter.
  • MML Investors Services sold 5,637 iShares MSCI Peru and Global Exposure ETF shares in Q1 2019, an estimated $200K.
  • MML Investors Services first reported a position in iShares MSCI Peru and Global Exposure ETF in Q4 2018 and held it in 1 quarter.
  • MML Investors Services's iShares MSCI Peru and Global Exposure ETF position peaked at $200K in Q4 2018.
  • 53 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q1 2019.

Based on MML Investors Services's 13F filing for Q1 2019, filed 10 May 2019.