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Placemark Investments’s iShares MSCI Poland ETF EPOL Stock Holding History

Placemark Investments’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
Q4 		– Sell
-8,071
Closed -$229K – 1636
2014
Q3 		$229K Buy
8,071
+433
+6% +$12.4K ﹤0.01% 1510
2014
Q2 		$223K Buy
+7,638
New +$229K ﹤0.01% 1513

Other funds holding EPOL

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.42% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
LK
Lumbard & Kellner Hollis, New Hampshire $330M AUM 65.94% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Placemark Investments's EPOL Position: Q4 2014 in Review

Placemark Investments sold out of iShares MSCI Poland ETF (EPOL) in Q4 2014, closing a stake of 8,071 shares — an estimated $229K sold.

Placemark Investments first reported a position in EPOL in Q2 2014 and held it in 2 quarters. The position peaked at $229K in Q3 2014. 52 funds tracked by Wall St. Rank hold EPOL as of Q4 2014.

  • Placemark Investments reported no remaining iShares MSCI Poland ETF position as of Q4 2014 after selling out during the quarter.
  • Placemark Investments sold 8,071 iShares MSCI Poland ETF shares in Q4 2014, an estimated $229K.
  • Placemark Investments first reported a position in iShares MSCI Poland ETF in Q2 2014 and held it in 2 quarters.
  • Placemark Investments's iShares MSCI Poland ETF position peaked at $229K in Q3 2014.
  • 52 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.