CWM
EWL icon

Catamount Wealth Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

Catamount Wealth Management’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
Q1 		– Sell
-26
Closed -$1K – 197
2018
Q4 		$1K Buy
+26
New +$850 ﹤0.01% 194

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 $59.5B AUM 15.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
1607 Capital Partners
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Catamount Wealth Management's EWL Position: Q1 2019 in Review

Catamount Wealth Management sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2019, closing a stake of 26 shares — an estimated $1K sold.

Catamount Wealth Management first reported a position in EWL in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 134 funds tracked by Wall St. Rank hold EWL as of Q1 2019.

  • Catamount Wealth Management reported no remaining iShares MSCI Switzerland ETF position as of Q1 2019 after selling out during the quarter.
  • Catamount Wealth Management sold 26 iShares MSCI Switzerland ETF shares in Q1 2019, an estimated $1K.
  • Catamount Wealth Management first reported a position in iShares MSCI Switzerland ETF in Q4 2018 and held it in 1 quarter.
  • Catamount Wealth Management's iShares MSCI Switzerland ETF position peaked at $1K in Q4 2018.
  • 134 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.