Capital Bank & Trust’s iShares MSCI Switzerland ETF EWL Stock Holding History

Capital Bank & Trust’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	-2,534	Closed	-$83K	–	811
2018 Q2	$83K	Hold	2,534	–	–	﹤0.01%	373
2018 Q1	$87K	Hold	2,534	–	–	﹤0.01%	340
2017 Q4	$90K	Buy	+2,534	New	+$88.3K	﹤0.01%	365

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 22.9% 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

Capital Bank & Trust's EWL Position: Q3 2018 in Review

Capital Bank & Trust sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2018, closing a stake of 2,534 shares — an estimated $83K sold.

Capital Bank & Trust first reported a position in EWL in Q4 2017 and held it in 3 quarters. The position peaked at $90K in Q4 2017. 144 funds tracked by Wall St. Rank hold EWL as of Q3 2018.

Capital Bank & Trust reported no remaining iShares MSCI Switzerland ETF position as of Q3 2018 after selling out during the quarter.
Capital Bank & Trust sold 2,534 iShares MSCI Switzerland ETF shares in Q3 2018, an estimated $83K.
Capital Bank & Trust first reported a position in iShares MSCI Switzerland ETF in Q4 2017 and held it in 3 quarters.
Capital Bank & Trust's iShares MSCI Switzerland ETF position peaked at $90K in Q4 2017.
144 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2018.

Based on Capital Bank & Trust's 13F filing for Q3 2018, filed 14 Nov 2018.