Brinker Capital Investments’s iShares MSCI Switzerland ETF EWL Stock Holding History

Brinker Capital Investments’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	-13,703	Closed	-$515K	–	807
2019 Q2	$515K	Sell	13,703 -61,597	-82%	-$2.23M	0.02%	297
2019 Q1	$2.66M	Buy	75,300 +19,500	+35%	+$660K	0.09%	178
2018 Q4	$1.76M	Buy	55,800 +55,725	+74,300%	+$1.82M	0.06%	195
2018 Q3	$3K	Hold	75	–	–	﹤0.01%	575
2018 Q2	$2K	Sell	75 -24,500	-100%	-$829K	﹤0.01%	571
2018 Q1	$845K	Buy	24,575 +4,000	+19%	+$142K	0.03%	225
2017 Q4	$732K	Buy	20,575 +75	+0.4%	+$2.61K	0.02%	237
2017 Q3	$718K	Hold	20,500	–	–	0.03%	221
2017 Q2	$703K	Buy	+20,500	New	+$693K	0.03%	217
2017 Q1	–	Sell	-11,800	Closed	-$348K	–	473
2016 Q4	$348K	Buy	11,800 +5,300	+82%	+$155K	0.01%	232
2016 Q3	$199K	Sell	6,500 -7,500	-54%	-$227K	0.01%	255
2016 Q2	$415K	Buy	+14,000	New	+$423K	0.02%	224
2016 Q1	–	Sell	-21,915	Closed	-$680K	–	500
2015 Q4	$680K	Buy	+21,915	New	+$687K	0.03%	210

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

Brinker Capital Investments's EWL Position: Q3 2019 in Review

Brinker Capital Investments sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2019, closing a stake of 13,703 shares — an estimated $515K sold.

Brinker Capital Investments first reported a position in EWL in Q4 2015 and held it in 13 quarters. The position peaked at $2.66M in Q1 2019. 137 funds tracked by Wall St. Rank hold EWL as of Q3 2019.

Brinker Capital Investments reported no remaining iShares MSCI Switzerland ETF position as of Q3 2019 after selling out during the quarter.
Brinker Capital Investments sold 13,703 iShares MSCI Switzerland ETF shares in Q3 2019, an estimated $515K.
Brinker Capital Investments first reported a position in iShares MSCI Switzerland ETF in Q4 2015 and held it in 13 quarters.
Brinker Capital Investments's iShares MSCI Switzerland ETF position peaked at $2.66M in Q1 2019.
137 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2019.

Based on Brinker Capital Investments's 13F filing for Q3 2019, filed 14 Nov 2019.