FSIM
EWL icon

F-Squared Investment Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

F-Squared 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
Q4 		– Sell
-413,586
Closed -$13.4M – 30
2014
Q3 		$13.4M Buy
+413,586
New +$13.8M 0.32% 33

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

F-Squared Investment Management's EWL Position: Q4 2014 in Review

F-Squared Investment Management sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2014, closing a stake of 413,586 shares — an estimated $13.4M sold.

F-Squared Investment Management first reported a position in EWL in Q3 2014 and held it in 1 quarter. The position peaked at $13.4M in Q3 2014. 128 funds tracked by Wall St. Rank hold EWL as of Q4 2014.

  • F-Squared Investment Management reported no remaining iShares MSCI Switzerland ETF position as of Q4 2014 after selling out during the quarter.
  • F-Squared Investment Management sold 413,586 iShares MSCI Switzerland ETF shares in Q4 2014, an estimated $13.4M.
  • F-Squared Investment Management first reported a position in iShares MSCI Switzerland ETF in Q3 2014 and held it in 1 quarter.
  • F-Squared Investment Management's iShares MSCI Switzerland ETF position peaked at $13.4M in Q3 2014.
  • 128 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2014.

Based on F-Squared Investment Management's 13F filing for Q4 2014, filed 13 Feb 2015.