Curi RMB Capital’s iShares MSCI Switzerland ETF EWL Stock Holding History

Curi RMB Capital’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 Q3	–	Sell	-30,000	Closed	-$1.13M	–	732
2019 Q2	$1.13M	Buy	+30,000	New	+$1.09M	0.03%	394
2019 Q1	–	Sell	-23,000	Closed	-$725K	–	833
2018 Q4	$725K	Buy	+23,000	New	+$752K	0.02%	553

Other funds holding EWL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Curi RMB Capital's EWL Position: Q1 2019 in Review

Curi RMB Capital sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2019, closing a stake of 568 shares — an estimated $18K sold.

Curi RMB Capital first reported a position in EWL in Q3 2018 and held it in 2 quarters. The position peaked at $293K in Q3 2018. 134 funds tracked by Wall St. Rank hold EWL as of Q1 2019.

Curi RMB Capital reported no remaining iShares MSCI Switzerland ETF position as of Q1 2019 after selling out during the quarter.
Curi RMB Capital sold 568 iShares MSCI Switzerland ETF shares in Q1 2019, an estimated $18K.
Curi RMB Capital first reported a position in iShares MSCI Switzerland ETF in Q3 2018 and held it in 2 quarters.
Curi RMB Capital's iShares MSCI Switzerland ETF position peaked at $293K in Q3 2018.
134 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2019.

Based on Curi RMB Capital's 13F filing for Q1 2019, filed 15 May 2019.