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Adirondack Trust Company’s iShares MSCI Switzerland ETF EWL Stock Holding History

Adirondack Trust Company’s Portfolio EWL Stock Details EWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-950
Closed -$33K – 343
2014
Q2 		$33K Hold
950
– – 0.03% 165
2014
Q1 		$33K Hold
950
– – 0.03% 157
2013
Q4 		$31K Hold
950
– – 0.03% 160
2013
Q3 		$30K Hold
950
– – 0.03% 158
2013
Q2 		$27K Buy
+950
New +$28.4K 0.02% 151

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AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

Adirondack Trust Company's EWL Position: Q3 2014 in Review

Adirondack Trust Company sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2014, closing a stake of 950 shares — an estimated $33K sold.

Adirondack Trust Company first reported a position in EWL in Q2 2013 and held it in 5 quarters. The position peaked at $33K in Q2 2014. 125 funds tracked by Wall St. Rank hold EWL as of Q3 2014.

  • Adirondack Trust Company reported no remaining iShares MSCI Switzerland ETF position as of Q3 2014 after selling out during the quarter.
  • Adirondack Trust Company sold 950 iShares MSCI Switzerland ETF shares in Q3 2014, an estimated $33K.
  • Adirondack Trust Company first reported a position in iShares MSCI Switzerland ETF in Q2 2013 and held it in 5 quarters.
  • Adirondack Trust Company's iShares MSCI Switzerland ETF position peaked at $33K in Q2 2014.
  • 125 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2014.

Based on Adirondack Trust Company's 13F filing for Q3 2014, filed 28 Oct 2014.