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Summit Securities Group’s iShares MSCI Poland ETF EPOL Stock Holding History

Summit Securities Group’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
2017
Q2 		– Sell
-12,078
Closed -$261K – 279
2017
Q1 		$261K Buy
+12,078
New +$250K 0.08% 247
2016
Q4 		– Sell
-13,875
Closed -$253K – 280
2016
Q3 		$253K Buy
+13,875
New +$249K 0.09% 114

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ED
Exane Derivatives Paris, France $174M AUM 7.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.4B AUM 33.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
LK
Lumbard & Kellner Hollis, New Hampshire $330M AUM 65.94% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Summit Securities Group's EPOL Position: Q2 2017 in Review

Summit Securities Group sold out of iShares MSCI Poland ETF (EPOL) in Q2 2017, closing a stake of 12,078 shares — an estimated $261K sold.

Summit Securities Group first reported a position in EPOL in Q3 2016 and held it in 2 quarters. The position peaked at $261K in Q1 2017. 72 funds tracked by Wall St. Rank hold EPOL as of Q2 2017.

  • Summit Securities Group reported no remaining iShares MSCI Poland ETF position as of Q2 2017 after selling out during the quarter.
  • Summit Securities Group sold 12,078 iShares MSCI Poland ETF shares in Q2 2017, an estimated $261K.
  • Summit Securities Group first reported a position in iShares MSCI Poland ETF in Q3 2016 and held it in 2 quarters.
  • Summit Securities Group's iShares MSCI Poland ETF position peaked at $261K in Q1 2017.
  • 72 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q2 2017.

Based on Summit Securities Group's 13F filing for Q2 2017, filed 2 Aug 2017.