OPWM
GREK

Oak Point Wealth Management’s Global X MSCI Greece ETF GREK Stock Holding History

Oak Point Wealth Management’s Portfolio GREK Stock Details GREK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-9,220
Closed -$285K – 219
2017
Q4 		$285K Buy
+9,220
New +$259K 0.28% 79

Other funds holding GREK

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BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
State of Tennessee, Department of Treasury
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PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return
EGPO
EnTrust Global Partners Offshore New York $73.2M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Oak Point Wealth Management's GREK Position: Q1 2018 in Review

Oak Point Wealth Management sold out of Global X MSCI Greece ETF (GREK) in Q1 2018, closing a stake of 9,220 shares — an estimated $285K sold.

Oak Point Wealth Management first reported a position in GREK in Q4 2017 and held it in 1 quarter. The position peaked at $285K in Q4 2017. 69 funds tracked by Wall St. Rank hold GREK as of Q1 2018.

  • Oak Point Wealth Management reported no remaining Global X MSCI Greece ETF position as of Q1 2018 after selling out during the quarter.
  • Oak Point Wealth Management sold 9,220 Global X MSCI Greece ETF shares in Q1 2018, an estimated $285K.
  • Oak Point Wealth Management first reported a position in Global X MSCI Greece ETF in Q4 2017 and held it in 1 quarter.
  • Oak Point Wealth Management's Global X MSCI Greece ETF position peaked at $285K in Q4 2017.
  • 69 funds tracked by Wall St. Rank held Global X MSCI Greece ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.