Bluefin Capital Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

Bluefin Capital 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 Q1	–	Sell	-6,800	Closed	-$214K	–	429
2018 Q4	$214K	Buy	+6,800	New	+$222K	0.02%	228
2017 Q4	–	Sell	-7,998	Closed	-$280K	–	518
2017 Q3	$280K	Buy	+7,998	New	+$276K	0.03%	277
2015 Q3	–	Sell	-15,616	Closed	-$511K	–	525
2015 Q2	$511K	Buy	+15,616	New	+$543K	0.03%	296
2014 Q3	–	Sell	-6,205	Closed	-$200K	–	973
2014 Q2	$200K	Buy	+6,205	New	+$216K	0.01%	598

Other funds holding EWL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

UCFA

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

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

1CP

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

Bluefin Capital Management's EWL Position: Q1 2019 in Review

Bluefin Capital Management sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2019, closing a stake of 6,800 shares — an estimated $214K sold.

Bluefin Capital Management first reported a position in EWL in Q2 2014 and held it in 4 quarters. The position peaked at $511K in Q2 2015. 134 funds tracked by Wall St. Rank hold EWL as of Q1 2019.

Bluefin Capital Management reported no remaining iShares MSCI Switzerland ETF position as of Q1 2019 after selling out during the quarter.
Bluefin Capital Management sold 6,800 iShares MSCI Switzerland ETF shares in Q1 2019, an estimated $214K.
Bluefin Capital Management first reported a position in iShares MSCI Switzerland ETF in Q2 2014 and held it in 4 quarters.
Bluefin Capital Management's iShares MSCI Switzerland ETF position peaked at $511K in Q2 2015.
134 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2019.

Based on Bluefin Capital Management's 13F filing for Q1 2019, filed 16 May 2019.