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Bar Harbor Wealth Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

Bar Harbor 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
-5,818
Closed -$219K – 306
2019
Q2 		$219K Sell
5,818
-105
-2% -$3.81K 0.03% 291
2019
Q1 		$209K Sell
5,923
-814
-12% -$27.5K 0.03% 283
2018
Q4 		$212K Sell
6,737
-2,642
-28% -$86.3K 0.03% 262
2018
Q3 		$325K Sell
9,379
-66
-0.7% -$2.26K 0.04% 236
2018
Q2 		$308K Buy
9,445
+17
+0.2% +$575 0.04% 243
2018
Q1 		$324K Sell
9,428
-168
-2% -$5.98K 0.04% 240
2017
Q4 		$341K Sell
9,596
-566
-6% -$19.7K 0.04% 237
2017
Q3 		$356K Buy
10,162
+31
+0.3% +$1.07K 0.04% 219
2017
Q2 		$347K Sell
10,131
-245
-2% -$8.28K 0.04% 230
2017
Q1 		$332K Sell
10,376
-128
-1% -$3.97K 0.04% 245
2016
Q4 		$309K Buy
10,504
+34
+0.3% +$992 0.03% 276
2016
Q3 		$320K Sell
10,470
-42
-0.4% -$1.27K 0.04% 268
2016
Q2 		$312K Buy
10,512
+54
+0.5% +$1.63K 0.04% 250
2016
Q1 		$311K Buy
10,458
+20
+0.2% +$581 0.04% 243
2015
Q4 		$324K Sell
10,438
-132
-1% -$4.14K 0.04% 222
2015
Q3 		$323K Buy
10,570
+117
+1% +$3.82K 0.04% 218
2015
Q2 		$342K Sell
10,453
-210
-2% -$7.31K 0.04% 223
2015
Q1 		$354K Sell
10,663
-305
-3% -$9.96K 0.04% 216
2014
Q4 		$348K Buy
10,968
+9
+0.1% +$289 0.04% 214
2014
Q3 		$356K Sell
10,959
-185
-2% -$6.19K 0.05% 201
2014
Q2 		$382K Sell
11,144
-22
-0.2% -$767 0.05% 194
2014
Q1 		$383K Buy
11,166
+16
+0.1% +$532 0.05% 200
2013
Q4 		$367K Sell
11,150
-2,448
-18% -$78.1K 0.05% 200
2013
Q3 		$425K Buy
13,598
+76
+0.6% +$2.29K 0.06% 183
2013
Q2 		$387K Buy
+13,522
New +$404K 0.06% 187

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
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

Bar Harbor Wealth Management's EWL Position: Q3 2019 in Review

Bar Harbor Wealth Management sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2019, closing a stake of 5,818 shares — an estimated $219K sold.

Bar Harbor Wealth Management first reported a position in EWL in Q2 2013 and held it in 25 quarters. The position peaked at $425K in Q3 2013. 137 funds tracked by Wall St. Rank hold EWL as of Q3 2019.

  • Bar Harbor Wealth Management reported no remaining iShares MSCI Switzerland ETF position as of Q3 2019 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 5,818 iShares MSCI Switzerland ETF shares in Q3 2019, an estimated $219K.
  • Bar Harbor Wealth Management first reported a position in iShares MSCI Switzerland ETF in Q2 2013 and held it in 25 quarters.
  • Bar Harbor Wealth Management's iShares MSCI Switzerland ETF position peaked at $425K in Q3 2013.
  • 137 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2019.

Based on Bar Harbor Wealth Management's 13F filing for Q3 2019, filed 7 Nov 2019.