Stelac Advisory Services’s iShares MSCI Poland ETF EPOL Stock Holding History

Stelac Advisory Services’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
2016 Q3	–	Sell	-9,538	Closed	-$162K	–	56
2016 Q2	$162K	Buy	9,538 +3,518	+58%	+$63.9K	0.05%	54
2016 Q1	$122K	Sell	6,020 -12,265	-67%	-$217K	0.04%	47
2015 Q4	$322K	Sell	18,285 -5,987	-25%	-$118K	0.1%	32
2015 Q3	$493K	Sell	24,272 -5,865	-19%	-$128K	0.14%	25
2015 Q2	$661K	Buy	30,137 +5,865	+24%	+$144K	0.17%	23
2015 Q1	$558K	Sell	24,272 -5,108	-17%	-$119K	0.15%	24
2014 Q4	$683K	Sell	29,380 -3,555	-11%	-$94.9K	0.2%	22
2014 Q3	$901K	Buy	32,935 +3,190	+11%	+$91.7K	0.28%	21
2014 Q2	$827K	Hold	29,745	–	–	0.31%	20
2014 Q1	$845K	Buy	29,745 +15,242	+105%	+$446K	0.32%	21
2013 Q4	$383K	Sell	14,503 -6,590	-31%	-$201K	0.19%	27
2013 Q3	$560K	Buy	+21,093	New	+$573K	0.29%	23

Other funds holding EPOL

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

Exane Derivatives Paris, France $174M AUM 7.84% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Parkwood LLC Cleveland, Ohio $1.4B AUM 33.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lumbard & Kellner Hollis, New Hampshire $330M AUM 65.94% 1-Year Est. Return

Stelac Advisory Services's EPOL Position: Q3 2016 in Review

Stelac Advisory Services sold out of iShares MSCI Poland ETF (EPOL) in Q3 2016, closing a stake of 9,538 shares — an estimated $162K sold.

Stelac Advisory Services first reported a position in EPOL in Q3 2013 and held it in 12 quarters. The position peaked at $901K in Q3 2014. 55 funds tracked by Wall St. Rank hold EPOL as of Q3 2016.

Stelac Advisory Services reported no remaining iShares MSCI Poland ETF position as of Q3 2016 after selling out during the quarter.
Stelac Advisory Services sold 9,538 iShares MSCI Poland ETF shares in Q3 2016, an estimated $162K.
Stelac Advisory Services first reported a position in iShares MSCI Poland ETF in Q3 2013 and held it in 12 quarters.
Stelac Advisory Services's iShares MSCI Poland ETF position peaked at $901K in Q3 2014.
55 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q3 2016.

Based on Stelac Advisory Services's 13F filing for Q3 2016, filed 31 Oct 2016.