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United Capital Financial Advisors’s iShares MSCI Poland ETF EPOL Stock Holding History

United Capital Financial Advisors’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
Q1 		– Sell
-10,000
Closed -$181K – 1251
2016
Q4 		$181K Sell
10,000
-233,174
-96% -$4.16M ﹤0.01% 1196
2016
Q3 		$4.43M Buy
+243,174
New +$4.36M 0.04% 405

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
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.4B AUM 33.21% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ED
Exane Derivatives Paris, France $174M AUM 7.84% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 1-Year Est. Return
LK
Lumbard & Kellner Hollis, New Hampshire $330M AUM 65.94% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

United Capital Financial Advisors's EPOL Position: Q1 2017 in Review

United Capital Financial Advisors sold out of iShares MSCI Poland ETF (EPOL) in Q1 2017, closing a stake of 10,000 shares — an estimated $181K sold.

United Capital Financial Advisors first reported a position in EPOL in Q3 2016 and held it in 2 quarters. The position peaked at $4.43M in Q3 2016. 67 funds tracked by Wall St. Rank hold EPOL as of Q1 2017.

  • United Capital Financial Advisors reported no remaining iShares MSCI Poland ETF position as of Q1 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,000 iShares MSCI Poland ETF shares in Q1 2017, an estimated $181K.
  • United Capital Financial Advisors first reported a position in iShares MSCI Poland ETF in Q3 2016 and held it in 2 quarters.
  • United Capital Financial Advisors's iShares MSCI Poland ETF position peaked at $4.43M in Q3 2016.
  • 67 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q1 2017.

Based on United Capital Financial Advisors's 13F filing for Q1 2017, filed 12 May 2017.