Alpha Omega Wealth Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

Alpha Omega Wealth 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	–	Sell	-2,350	Closed	-$88K	–	333
2019 Q2	$88K	Hold	2,350	–	–	0.04%	206
2019 Q1	$83K	Hold	2,350	–	–	0.04%	200
2018 Q4	$74K	Hold	2,350	–	–	0.04%	199
2018 Q3	$82K	Hold	2,350	–	–	0.04%	190
2018 Q2	$77K	Hold	2,350	–	–	0.04%	194
2018 Q1	$81K	Hold	2,350	–	–	0.04%	183
2017 Q4	$84K	Hold	2,350	–	–	0.04%	186
2017 Q3	$82K	Hold	2,350	–	–	0.04%	184
2017 Q2	$81K	Hold	2,350	–	–	0.04%	190
2017 Q1	$75K	Sell	2,350 -300	-11%	-$9.31K	0.04%	196
2016 Q4	$78K	Buy	+2,650	New	+$77.3K	0.04%	197

Other funds holding EWL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PAG

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

Alpha Omega Wealth Management's EWL Position: Q3 2019 in Review

Alpha Omega Wealth Management sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2019, closing a stake of 2,350 shares — an estimated $88K sold.

Alpha Omega Wealth Management first reported a position in EWL in Q4 2016 and held it in 11 quarters. The position peaked at $88K in Q2 2019. 137 funds tracked by Wall St. Rank hold EWL as of Q3 2019.

Alpha Omega Wealth Management reported no remaining iShares MSCI Switzerland ETF position as of Q3 2019 after selling out during the quarter.
Alpha Omega Wealth Management sold 2,350 iShares MSCI Switzerland ETF shares in Q3 2019, an estimated $88K.
Alpha Omega Wealth Management first reported a position in iShares MSCI Switzerland ETF in Q4 2016 and held it in 11 quarters.
Alpha Omega Wealth Management's iShares MSCI Switzerland ETF position peaked at $88K in Q2 2019.
137 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2019.

Based on Alpha Omega Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.