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Boston Private Bank & Trust’s iShares MSCI Switzerland ETF EWL Stock Holding History

Boston Private Bank & Trust’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
2015
Q1 		– Sell
-1,636
Closed -$52K – 1084
2014
Q4 		$52K Hold
1,636
– – ﹤0.01% 566
2014
Q3 		$53K Buy
+1,636
New +$54.7K ﹤0.01% 569

Other funds holding EWL

MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Boston Private Bank & Trust's EWL Position: Q1 2015 in Review

Boston Private Bank & Trust sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2015, closing a stake of 1,636 shares — an estimated $52K sold.

Boston Private Bank & Trust first reported a position in EWL in Q3 2014 and held it in 2 quarters. The position peaked at $53K in Q3 2014. 119 funds tracked by Wall St. Rank hold EWL as of Q1 2015.

  • Boston Private Bank & Trust reported no remaining iShares MSCI Switzerland ETF position as of Q1 2015 after selling out during the quarter.
  • Boston Private Bank & Trust sold 1,636 iShares MSCI Switzerland ETF shares in Q1 2015, an estimated $52K.
  • Boston Private Bank & Trust first reported a position in iShares MSCI Switzerland ETF in Q3 2014 and held it in 2 quarters.
  • Boston Private Bank & Trust's iShares MSCI Switzerland ETF position peaked at $53K in Q3 2014.
  • 119 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.