CK
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Carnick & Kubik’s iShares MSCI Switzerland ETF EWL Stock Holding History

Carnick & Kubik’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
2014
Q1 		– Sell
-550
Closed -$18.1K – 132
2013
Q4 		$18.1K Buy
+550
New +$17.5K 0.02% 141

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $590M AUM 77.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Carnick & Kubik's EWL Position: Q1 2014 in Review

Carnick & Kubik sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2014, closing a stake of 550 shares — an estimated $18.1K sold.

Carnick & Kubik first reported a position in EWL in Q4 2013 and held it in 1 quarter. The position peaked at $18.1K in Q4 2013. 111 funds tracked by Wall St. Rank hold EWL as of Q1 2014.

  • Carnick & Kubik reported no remaining iShares MSCI Switzerland ETF position as of Q1 2014 after selling out during the quarter.
  • Carnick & Kubik sold 550 iShares MSCI Switzerland ETF shares in Q1 2014, an estimated $18.1K.
  • Carnick & Kubik first reported a position in iShares MSCI Switzerland ETF in Q4 2013 and held it in 1 quarter.
  • Carnick & Kubik's iShares MSCI Switzerland ETF position peaked at $18.1K in Q4 2013.
  • 111 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2014.

Based on Carnick & Kubik's 13F filing for Q1 2014, filed 6 May 2014.