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Detwiler Fenton Investment Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

Detwiler Fenton Investment 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
2014
Q3 		– Sell
-88,217
Closed -$3.03M – 74
2014
Q2 		$3.03M Buy
88,217
+13,570
+18% +$473K 2.44% 13
2014
Q1 		$2.56M Sell
74,647
-481
-0.6% -$16K 2.21% 19
2013
Q4 		$2.48M Buy
75,128
+865
+1% +$27.6K 2.22% 16
2013
Q3 		$2.33M Sell
74,263
-1,117
-1% -$33.7K 2.07% 19
2013
Q2 		$2.16M Buy
+75,380
New +$2.25M 2.19% 17

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 16.35% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

Detwiler Fenton Investment Management's EWL Position: Q3 2014 in Review

Detwiler Fenton Investment Management sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2014, closing a stake of 88,217 shares — an estimated $3.03M sold.

Detwiler Fenton Investment Management first reported a position in EWL in Q2 2013 and held it in 5 quarters. The position peaked at $3.03M in Q2 2014. 125 funds tracked by Wall St. Rank hold EWL as of Q3 2014.

  • Detwiler Fenton Investment Management reported no remaining iShares MSCI Switzerland ETF position as of Q3 2014 after selling out during the quarter.
  • Detwiler Fenton Investment Management sold 88,217 iShares MSCI Switzerland ETF shares in Q3 2014, an estimated $3.03M.
  • Detwiler Fenton Investment Management first reported a position in iShares MSCI Switzerland ETF in Q2 2013 and held it in 5 quarters.
  • Detwiler Fenton Investment Management's iShares MSCI Switzerland ETF position peaked at $3.03M in Q2 2014.
  • 125 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2014.

Based on Detwiler Fenton Investment Management's 13F filing for Q3 2014, filed 24 Oct 2014.