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Moody Lynn & Lieberson’s iShares MSCI Poland ETF EPOL Stock Holding History

Moody Lynn & Lieberson’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
Q1 		– Sell
-67,535
Closed -$2M – 203
2013
Q4 		$2M Buy
+67,535
New +$2.06M 0.27% 88

Other funds holding EPOL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KWILP
Kiwi Wealth Investments Limited Partnership Wellington, New Zealand $126M AUM 18.28% 1-Year Est. Return
BCM
Bluefin Capital Management New York $399M AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Moody Lynn & Lieberson's EPOL Position: Q1 2014 in Review

Moody Lynn & Lieberson sold out of iShares MSCI Poland ETF (EPOL) in Q1 2014, closing a stake of 67,535 shares — an estimated $2M sold.

Moody Lynn & Lieberson first reported a position in EPOL in Q4 2013 and held it in 1 quarter. The position peaked at $2M in Q4 2013. 64 funds tracked by Wall St. Rank hold EPOL as of Q1 2014.

  • Moody Lynn & Lieberson reported no remaining iShares MSCI Poland ETF position as of Q1 2014 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 67,535 iShares MSCI Poland ETF shares in Q1 2014, an estimated $2M.
  • Moody Lynn & Lieberson first reported a position in iShares MSCI Poland ETF in Q4 2013 and held it in 1 quarter.
  • Moody Lynn & Lieberson's iShares MSCI Poland ETF position peaked at $2M in Q4 2013.
  • 64 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q1 2014.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2014, filed 30 Apr 2014.