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New York Life Investment Management’s iShares MSCI Poland ETF EPOL Stock Holding History

New York Life Investment Management’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
Q2 		– Sell
-53,842
Closed -$1.23M – 23
2019
Q1 		$1.23M Sell
53,842
-9,016
-14% -$212K 0.09% 29
2018
Q4 		$1.45M Buy
62,858
+4,645
+8% +$106K 0.11% 29
2018
Q3 		$1.39M Hold
58,213
– – 0.09% 22
2018
Q2 		$1.27M Sell
58,213
-313
-0.5% -$7.53K 0.07% 23
2018
Q1 		$1.47M Buy
58,526
+1,905
+3% +$52.3K 0.09% 27
2017
Q4 		$1.53M Buy
56,621
+1,053
+2% +$28.2K 0.11% 35
2017
Q3 		$1.47M Buy
55,568
+12,163
+28% +$316K 0.12% 34
2017
Q2 		$1.05M Buy
43,405
+1,045
+2% +$24.6K 0.1% 33
2017
Q1 		$914K Sell
42,360
-248
-0.6% -$5.14K 0.11% 29
2016
Q4 		$772K Buy
42,608
+1,284
+3% +$22.9K 0.09% 33
2016
Q3 		$753K Sell
41,324
-3,929
-9% -$70.5K 0.08% 39
2016
Q2 		$767K Buy
45,253
+17,752
+65% +$322K 0.09% 51
2016
Q1 		$556K Buy
27,501
+725
+3% +$12.9K 0.08% 50
2015
Q4 		$484K Buy
26,776
+3,532
+15% +$69.5K 0.07% 50
2015
Q3 		$484K Sell
23,244
-3,390
-13% -$74.1K 0.05% 78
2015
Q2 		$608K Sell
26,634
-97
-0.4% -$2.38K 0.07% 77
2015
Q1 		$625K Buy
26,731
+6,337
+31% +$147K 0.07% 76
2014
Q4 		$491K Buy
+20,394
New +$544K 0.06% 85
2014
Q3 		– Sell
-170,223
Closed -$5M – 202
2014
Q2 		$5M Buy
170,223
+54,924
+48% +$1.65M 0.85% 36
2014
Q1 		$3.46M Buy
115,299
+30,520
+36% +$892K 0.73% 40
2013
Q4 		$2.52M Buy
+84,779
New +$2.59M 0.63% 42

Other funds holding EPOL

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LK
Lumbard & Kellner Hollis, New Hampshire $330M AUM 65.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $187M AUM 26.22% 1-Year Est. Return

New York Life Investment Management's EPOL Position: Q2 2019 in Review

New York Life Investment Management sold out of iShares MSCI Poland ETF (EPOL) in Q2 2019, closing a stake of 53,842 shares — an estimated $1.23M sold.

New York Life Investment Management first reported a position in EPOL in Q4 2013 and held it in 21 quarters. The position peaked at $5M in Q2 2014. 63 funds tracked by Wall St. Rank hold EPOL as of Q2 2019.

  • New York Life Investment Management reported no remaining iShares MSCI Poland ETF position as of Q2 2019 after selling out during the quarter.
  • New York Life Investment Management sold 53,842 iShares MSCI Poland ETF shares in Q2 2019, an estimated $1.23M.
  • New York Life Investment Management first reported a position in iShares MSCI Poland ETF in Q4 2013 and held it in 21 quarters.
  • New York Life Investment Management's iShares MSCI Poland ETF position peaked at $5M in Q2 2014.
  • 63 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q2 2019.

Based on New York Life Investment Management's 13F filing for Q2 2019, filed 13 Aug 2019.