Capstone Investment Advisors
EWL icon

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

Capstone Investment Advisors’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
Q2 		– Sell
-129,643
Closed -$4.46M – 700
2018
Q1 		$4.46M Buy
129,643
+119,868
+1,226% +$4.26M 0.09% 148
2017
Q4 		$347K Sell
9,775
-387,614
-98% -$13.5M 0.01% 338
2017
Q3 		$13.9M Buy
+397,389
New +$13.7M 0.49% 54
2017
Q2 		– Sell
-115,168
Closed -$3.68M – 715
2017
Q1 		$3.68M Buy
+115,168
New +$3.57M 0.09% 181

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Capstone Investment Advisors's EWL Position: Q2 2018 in Review

Capstone Investment Advisors sold out of iShares MSCI Switzerland ETF (EWL) in Q2 2018, closing a stake of 129,643 shares — an estimated $4.46M sold.

Capstone Investment Advisors first reported a position in EWL in Q1 2017 and held it in 4 quarters. The position peaked at $13.9M in Q3 2017. 128 funds tracked by Wall St. Rank hold EWL as of Q2 2018.

  • Capstone Investment Advisors reported no remaining iShares MSCI Switzerland ETF position as of Q2 2018 after selling out during the quarter.
  • Capstone Investment Advisors sold 129,643 iShares MSCI Switzerland ETF shares in Q2 2018, an estimated $4.46M.
  • Capstone Investment Advisors first reported a position in iShares MSCI Switzerland ETF in Q1 2017 and held it in 4 quarters.
  • Capstone Investment Advisors's iShares MSCI Switzerland ETF position peaked at $13.9M in Q3 2017.
  • 128 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2018.

Based on Capstone Investment Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.