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

Brinker Capital’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
2018 Q3	–	Sell	-7,204	Closed	-$235K	–	990
2018 Q2	$235K	Buy	7,204 +227	+3%	+$7.68K	0.01%	938
2018 Q1	$240K	Buy	6,977 +13	+0.2%	+$462	0.01%	923
2017 Q4	$248K	Sell	6,964 -13	-0.2%	-$453	0.01%	907
2017 Q3	$244K	Buy	+6,977	New	+$241K	0.01%	865
2017 Q2	–	Sell	-7,380	Closed	-$236K	–	726
2017 Q1	$236K	Buy	7,380 +7	+0.1%	+$217	0.01%	850
2016 Q4	$217K	Sell	7,373 -14,965	-67%	-$437K	0.01%	643
2016 Q3	$682K	Sell	22,338 -1,242	-5%	-$37.6K	0.07%	126
2016 Q2	$699K	Buy	23,580 +430	+2%	+$13K	0.06%	118
2016 Q1	$688K	Buy	+23,150	New	+$673K	0.06%	122
2015 Q1	–	Sell	-14,882	Closed	-$472K	–	147
2014 Q4	$472K	Buy	+14,882	New	+$478K	0.04%	137
2013 Q4	–	Sell	-18,124	Closed	-$566K	–	141
2013 Q3	$566K	Sell	18,124 -1,635	-8%	-$49.4K	0.06%	87
2013 Q2	$566K	Buy	+19,759	New	+$591K	0.06%	79

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

1CP

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Brinker Capital's EWL Position: Q3 2018 in Review

Brinker Capital sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2018, closing a stake of 7,204 shares — an estimated $235K sold.

Brinker Capital first reported a position in EWL in Q2 2013 and held it in 12 quarters. The position peaked at $699K in Q2 2016. 144 funds tracked by Wall St. Rank hold EWL as of Q3 2018.

Brinker Capital reported no remaining iShares MSCI Switzerland ETF position as of Q3 2018 after selling out during the quarter.
Brinker Capital sold 7,204 iShares MSCI Switzerland ETF shares in Q3 2018, an estimated $235K.
Brinker Capital first reported a position in iShares MSCI Switzerland ETF in Q2 2013 and held it in 12 quarters.
Brinker Capital's iShares MSCI Switzerland ETF position peaked at $699K in Q2 2016.
144 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2018.

Based on Brinker Capital's 13F filing for Q3 2018, filed 13 Nov 2018.