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AFAM Capital’s iShares MSCI Switzerland ETF EWL Stock Holding History

AFAM Capital’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
2018
Q3 		– Sell
-17,020
Closed -$555K – 166
2018
Q2 		$555K Sell
17,020
-172,625
-91% -$5.84M 0.08% 164
2018
Q1 		$6.52M Buy
189,645
+72,727
+62% +$2.59M 0.72% 51
2017
Q4 		$4.16M Buy
116,918
+21,891
+23% +$763K 0.46% 106
2017
Q3 		$3.33M Sell
95,027
-3,078
-3% -$106K 0.4% 107
2017
Q2 		$3.37M Sell
98,105
-238
-0.2% -$8.05K 0.43% 104
2017
Q1 		$3.15M Sell
98,343
-10,115
-9% -$314K 0.44% 98
2016
Q4 		$3.19M Sell
108,458
-23,186
-18% -$676K 0.48% 87
2016
Q3 		$4.02M Buy
131,644
+2,212
+2% +$66.9K 0.64% 69
2016
Q2 		$3.84M Buy
129,432
+4,496
+4% +$136K 0.63% 74
2016
Q1 		$3.71M Sell
124,936
-3,870
-3% -$113K 0.61% 79
2015
Q4 		$4M Sell
128,806
-28,920
-18% -$906K 0.62% 78
2015
Q3 		$4.83M Sell
157,726
-11,808
-7% -$385K 0.74% 65
2015
Q2 		$5.55M Buy
+169,534
New +$5.9M 0.74% 68

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

AFAM Capital's EWL Position: Q3 2018 in Review

AFAM Capital sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2018, closing a stake of 17,020 shares — an estimated $555K sold.

AFAM Capital first reported a position in EWL in Q2 2015 and held it in 13 quarters. The position peaked at $6.52M in Q1 2018. 145 funds tracked by Wall St. Rank hold EWL as of Q3 2018.

  • AFAM Capital reported no remaining iShares MSCI Switzerland ETF position as of Q3 2018 after selling out during the quarter.
  • AFAM Capital sold 17,020 iShares MSCI Switzerland ETF shares in Q3 2018, an estimated $555K.
  • AFAM Capital first reported a position in iShares MSCI Switzerland ETF in Q2 2015 and held it in 13 quarters.
  • AFAM Capital's iShares MSCI Switzerland ETF position peaked at $6.52M in Q1 2018.
  • 145 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2018.

Based on AFAM Capital's 13F filing for Q3 2018, filed 14 Nov 2018.