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Portfolio Strategies (Washington)’s iShares MSCI Peru and Global Exposure ETF EPU Stock Holding History

Portfolio Strategies (Washington)’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
2017
Q4 		$65K Buy
+1,594
New +$65K 0.13% 29

Other funds holding EPU

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
AC
AFAM Capital Austin, Texas $718M AUM 12.09% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
ED
Exane Derivatives Paris, France $174M AUM 7.84% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Portfolio Strategies (Washington)'s EPU Position: Q4 2017 in Review

Portfolio Strategies (Washington) opened a new position in iShares MSCI Peru and Global Exposure ETF (EPU) in Q4 2017: 1,594 shares worth $65K. The stake represents 0.13% of the portfolio and ranks #29 among its holdings.

50 funds tracked by Wall St. Rank hold EPU as of Q4 2017.

  • Portfolio Strategies (Washington) held 1,594 shares of iShares MSCI Peru and Global Exposure ETF worth $65K as of Q4 2017.
  • iShares MSCI Peru and Global Exposure ETF was a new Portfolio Strategies (Washington) position in Q4 2017.
  • iShares MSCI Peru and Global Exposure ETF made up 0.13% of Portfolio Strategies (Washington)'s portfolio in Q4 2017, its #29 holding.
  • 50 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q4 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q4 2017, filed 13 Feb 2018.