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Waverly Advisors’s iShares MSCI Poland ETF EPOL Stock Holding History

Waverly 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
2015
Q1 		– Sell
-298
Closed -$7K – 361
2014
Q4 		$7K Hold
298
– – ﹤0.01% 350
2014
Q3 		$8K Buy
298
+130
+77% +$3.74K ﹤0.01% 530
2014
Q2 		$5K Buy
+168
New +$5.04K ﹤0.01% 577

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
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
BWM
Braver Wealth Management Needham, Massachusetts $616M AUM 12.48% 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

Waverly Advisors's EPOL Position: Q1 2015 in Review

Waverly Advisors sold out of iShares MSCI Poland ETF (EPOL) in Q1 2015, closing a stake of 298 shares — an estimated $7K sold.

Waverly Advisors first reported a position in EPOL in Q2 2014 and held it in 3 quarters. The position peaked at $8K in Q3 2014. 54 funds tracked by Wall St. Rank hold EPOL as of Q1 2015.

  • Waverly Advisors reported no remaining iShares MSCI Poland ETF position as of Q1 2015 after selling out during the quarter.
  • Waverly Advisors sold 298 iShares MSCI Poland ETF shares in Q1 2015, an estimated $7K.
  • Waverly Advisors first reported a position in iShares MSCI Poland ETF in Q2 2014 and held it in 3 quarters.
  • Waverly Advisors's iShares MSCI Poland ETF position peaked at $8K in Q3 2014.
  • 54 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q1 2015.

Based on Waverly Advisors's 13F filing for Q1 2015, filed 7 May 2015.