Advantage Investment Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

Advantage Investment Management’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
2019 Q3	$23K	Hold	611	–	–	0.02%	491
2019 Q2	$23K	Hold	611	–	–	0.02%	503
2019 Q1	$22K	Sell	611 -89	-13%	-$3.01K	0.02%	502
2018 Q4	$22K	Buy	700 +89	+15%	+$2.91K	0.02%	495
2018 Q3	$21K	Hold	611	–	–	0.01%	565
2018 Q2	$20K	Hold	611	–	–	0.01%	536
2018 Q1	$21K	Hold	611	–	–	0.01%	539
2017 Q4	$22K	Hold	611	–	–	0.01%	550
2017 Q3	$21K	Hold	611	–	–	0.01%	539
2017 Q2	$21K	Hold	611	–	–	0.01%	547
2017 Q1	$20K	Hold	611	–	–	0.01%	546
2016 Q4	$18K	Hold	611	–	–	0.01%	533
2016 Q3	$19K	Hold	611	–	–	0.01%	508
2016 Q2	$18K	Hold	611	–	–	0.01%	488
2016 Q1	$18K	Hold	611	–	–	0.01%	480
2015 Q4	$19K	Hold	611	–	–	0.01%	475
2015 Q3	$19K	Hold	611	–	–	0.01%	458
2015 Q2	$20K	Hold	611	–	–	0.01%	479
2015 Q1	$20K	Hold	611	–	–	0.01%	471
2014 Q4	$19K	Buy	+611	New	+$19.6K	0.01%	432

Other funds holding EWL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Advantage Investment Management's EWL Position: Q3 2019 in Review

Advantage Investment Management held its iShares MSCI Switzerland ETF (EWL) position steady in Q3 2019 at 611 shares worth $23K. The position accounts for 0.02% of the portfolio, ranked #491.

Advantage Investment Management first reported a position in EWL in Q4 2014 and has held it in 20 quarters since. 137 funds tracked by Wall St. Rank hold EWL as of Q3 2019.

Advantage Investment Management held 611 shares of iShares MSCI Switzerland ETF worth $23K as of Q3 2019.
Advantage Investment Management left its iShares MSCI Switzerland ETF share count unchanged in Q3 2019.
iShares MSCI Switzerland ETF made up 0.02% of Advantage Investment Management's portfolio in Q3 2019, its #491 holding.
Advantage Investment Management first reported a position in iShares MSCI Switzerland ETF in Q4 2014 and has held it in 20 quarters since.
137 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.