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Calton & Associates’s iShares MSCI Switzerland ETF EWL Stock Holding History

Calton & Associates’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
Q1 		– Sell
-4,004
Closed -$147K – 624
2017
Q4 		$147K Buy
+4,004
New +$140K 0.04% 406

Other funds holding EWL

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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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
VSWA
Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Calton & Associates's EWL Position: Q1 2018 in Review

Calton & Associates sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2018, closing a stake of 4,004 shares — an estimated $147K sold.

Calton & Associates first reported a position in EWL in Q4 2017 and held it in 1 quarter. The position peaked at $147K in Q4 2017. 148 funds tracked by Wall St. Rank hold EWL as of Q1 2018.

  • Calton & Associates reported no remaining iShares MSCI Switzerland ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 4,004 iShares MSCI Switzerland ETF shares in Q1 2018, an estimated $147K.
  • Calton & Associates first reported a position in iShares MSCI Switzerland ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's iShares MSCI Switzerland ETF position peaked at $147K in Q4 2017.
  • 148 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.