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

Concert 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
2016
Q4 		– Sell
-3,078
Closed -$93K – 602
2016
Q3 		$93K Buy
+3,078
New +$93.1K 0.01% 754

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AssetMark Inc
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UBS Group
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
VSWA
Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

Concert Wealth Management's EWL Position: Q4 2016 in Review

Concert Wealth Management sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2016, closing a stake of 3,078 shares — an estimated $93K sold.

Concert Wealth Management first reported a position in EWL in Q3 2016 and held it in 1 quarter. The position peaked at $93K in Q3 2016. 134 funds tracked by Wall St. Rank hold EWL as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares MSCI Switzerland ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 3,078 iShares MSCI Switzerland ETF shares in Q4 2016, an estimated $93K.
  • Concert Wealth Management first reported a position in iShares MSCI Switzerland ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares MSCI Switzerland ETF position peaked at $93K in Q3 2016.
  • 134 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.