Camelot Portfolios’s iShares MSCI Sweden ETF EWD Stock Holding History

Camelot Portfolios’s Portfolio EWD Stock Details EWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-6,886	Closed	-$227K	–	223
2019 Q4	$227K	Sell	6,886 -10,212	-60%	-$322K	0.1%	202
2019 Q3	$504K	Buy	17,098 +4,763	+39%	+$140K	0.24%	104
2019 Q2	$380K	Sell	12,335 -656	-5%	-$20.3K	0.16%	152
2019 Q1	$393K	Buy	12,991 +289	+2%	+$8.61K	0.16%	150
2018 Q4	$359K	Sell	12,702 -329	-3%	-$9.65K	0.17%	138
2018 Q3	$428K	Buy	+13,031	New	+$413K	0.19%	123

Other funds holding EWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Camelot Portfolios's EWD Position: Q1 2020 in Review

Camelot Portfolios sold out of iShares MSCI Sweden ETF (EWD) in Q1 2020, closing a stake of 6,886 shares — an estimated $227K sold.

Camelot Portfolios first reported a position in EWD in Q3 2018 and held it in 6 quarters. The position peaked at $504K in Q3 2019. 61 funds tracked by Wall St. Rank hold EWD as of Q1 2020.

Camelot Portfolios reported no remaining iShares MSCI Sweden ETF position as of Q1 2020 after selling out during the quarter.
Camelot Portfolios sold 6,886 iShares MSCI Sweden ETF shares in Q1 2020, an estimated $227K.
Camelot Portfolios first reported a position in iShares MSCI Sweden ETF in Q3 2018 and held it in 6 quarters.
Camelot Portfolios's iShares MSCI Sweden ETF position peaked at $504K in Q3 2019.
61 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q1 2020.

Based on Camelot Portfolios's 13F filing for Q1 2020, filed 28 Apr 2020.