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Smithfield Trust’s iShares MSCI Poland ETF EPOL Stock Holding History

Smithfield Trust’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
-3,300
Closed -$94K – 802
2014
Q3 		$94K Hold
3,300
– – 0.02% 406
2014
Q2 		$97K Hold
3,300
– – 0.02% 450
2014
Q1 		$99K Buy
+3,300
New +$96.5K 0.02% 446

Other funds holding EPOL

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BCM
Bluefin Capital Management New York $399M AUM 24.96% 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

Smithfield Trust's EPOL Position: Q4 2014 in Review

Smithfield Trust sold out of iShares MSCI Poland ETF (EPOL) in Q4 2014, closing a stake of 3,300 shares — an estimated $94K sold.

Smithfield Trust first reported a position in EPOL in Q1 2014 and held it in 3 quarters. The position peaked at $99K in Q1 2014. 52 funds tracked by Wall St. Rank hold EPOL as of Q4 2014.

  • Smithfield Trust reported no remaining iShares MSCI Poland ETF position as of Q4 2014 after selling out during the quarter.
  • Smithfield Trust sold 3,300 iShares MSCI Poland ETF shares in Q4 2014, an estimated $94K.
  • Smithfield Trust first reported a position in iShares MSCI Poland ETF in Q1 2014 and held it in 3 quarters.
  • Smithfield Trust's iShares MSCI Poland ETF position peaked at $99K in Q1 2014.
  • 52 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q4 2014.

Based on Smithfield Trust's 13F filing for Q4 2014, filed 2 Feb 2015.