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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
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
ED
Exane Derivatives Paris, France $174M AUM 7.84% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LK
Lumbard & Kellner Hollis, New Hampshire $289M AUM 59.5% 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.