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Piershale Financial Group’s iShares MSCI Peru and Global Exposure ETF EPU Stock Holding History

Piershale Financial Group’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
2014
Q2 		– Sell
-400
Closed -$13K – 185
2014
Q1 		$13K Buy
+400
New +$13.1K 0.02% 67

Other funds holding EPU

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
AIM
Assured Investment Management New York $79.5M AUM 115.55% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
CPS
Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Piershale Financial Group's EPU Position: Q2 2014 in Review

Piershale Financial Group sold out of iShares MSCI Peru and Global Exposure ETF (EPU) in Q2 2014, closing a stake of 400 shares — an estimated $13K sold.

Piershale Financial Group first reported a position in EPU in Q1 2014 and held it in 1 quarter. The position peaked at $13K in Q1 2014. 40 funds tracked by Wall St. Rank hold EPU as of Q2 2014.

  • Piershale Financial Group reported no remaining iShares MSCI Peru and Global Exposure ETF position as of Q2 2014 after selling out during the quarter.
  • Piershale Financial Group sold 400 iShares MSCI Peru and Global Exposure ETF shares in Q2 2014, an estimated $13K.
  • Piershale Financial Group first reported a position in iShares MSCI Peru and Global Exposure ETF in Q1 2014 and held it in 1 quarter.
  • Piershale Financial Group's iShares MSCI Peru and Global Exposure ETF position peaked at $13K in Q1 2014.
  • 40 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q2 2014.

Based on Piershale Financial Group's 13F filing for Q2 2014, filed 17 Jul 2014.