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Capstone Investment Advisors (Netherlands)’s iShares MSCI Switzerland ETF EWL Stock Holding History

Capstone Investment Advisors (Netherlands)’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
2017
Q2 		$524K Sell
15,270
-7,650
-33% -$259K 1.82% 3
2017
Q1 		$733K Sell
22,920
-1,500
-6% -$46.5K 2.07% 6
2016
Q4 		$719K Buy
+24,420
New +$712K 1.21% 17

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Capstone Investment Advisors (Netherlands)'s EWL Position: Q2 2017 in Review

Capstone Investment Advisors (Netherlands) reduced its iShares MSCI Switzerland ETF (EWL) stake by 33% in Q2 2017, selling an estimated $259K and leaving 15,270 shares worth $524K. The position accounts for 1.82% of the portfolio, ranked #3.

Capstone Investment Advisors (Netherlands) first reported a position in EWL in Q4 2016 and has held it in 3 quarters since. The position peaked at $733K in Q1 2017. 125 funds tracked by Wall St. Rank hold EWL as of Q2 2017.

  • Capstone Investment Advisors (Netherlands) held 15,270 shares of iShares MSCI Switzerland ETF worth $524K as of Q2 2017.
  • Capstone Investment Advisors (Netherlands) sold 7,650 iShares MSCI Switzerland ETF shares in Q2 2017, an estimated $259K.
  • iShares MSCI Switzerland ETF made up 1.82% of Capstone Investment Advisors (Netherlands)'s portfolio in Q2 2017, its #3 holding.
  • Capstone Investment Advisors (Netherlands) first reported a position in iShares MSCI Switzerland ETF in Q4 2016 and has held it in 3 quarters since.
  • Capstone Investment Advisors (Netherlands)'s iShares MSCI Switzerland ETF position peaked at $733K in Q1 2017.
  • 125 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2017.

Based on Capstone Investment Advisors (Netherlands)'s 13F filing for Q2 2017, filed 14 Aug 2017.