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Capital Analysts LLC’s iShares MSCI Switzerland ETF EWL Stock Holding History

Capital Analysts LLC’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
Q4 		– Sell
-263
Closed -$9K – 724
2019
Q3 		$9K Buy
+263
New +$9.82K ﹤0.01% 551

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Capital Analysts LLC's EWL Position: Q4 2019 in Review

Capital Analysts LLC sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2019, closing a stake of 263 shares — an estimated $9K sold.

Capital Analysts LLC first reported a position in EWL in Q3 2019 and held it in 1 quarter. The position peaked at $9K in Q3 2019. 156 funds tracked by Wall St. Rank hold EWL as of Q4 2019.

  • Capital Analysts LLC reported no remaining iShares MSCI Switzerland ETF position as of Q4 2019 after selling out during the quarter.
  • Capital Analysts LLC sold 263 iShares MSCI Switzerland ETF shares in Q4 2019, an estimated $9K.
  • Capital Analysts LLC first reported a position in iShares MSCI Switzerland ETF in Q3 2019 and held it in 1 quarter.
  • Capital Analysts LLC's iShares MSCI Switzerland ETF position peaked at $9K in Q3 2019.
  • 156 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2019.

Based on Capital Analysts LLC's 13F filing for Q4 2019, filed 12 Feb 2020.