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FDO Partners’s iShares MSCI Switzerland ETF EWL Stock Holding History

FDO Partners’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
2018
Q1 		$242K Buy
+7,052
New +$251K 32.18% 2
2017
Q4 		– Sell
-55,195
Closed -$1.93M – 198
2017
Q3 		$1.93M Buy
+55,195
New +$1.9M 0.77% 33

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 $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
VSWA
Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FDO Partners's EWL Position: Q1 2018 in Review

FDO Partners opened a new position in iShares MSCI Switzerland ETF (EWL) in Q1 2018: 7,052 shares worth $242K. The stake represents 32.18% of the portfolio and ranks #2 among its holdings. This is a return to the name: FDO Partners previously reported a position in EWL as recently as Q3 2017.

FDO Partners first reported a position in EWL in Q3 2017 and has held it in 2 quarters since. The position peaked at $1.93M in Q3 2017. 148 funds tracked by Wall St. Rank hold EWL as of Q1 2018.

  • FDO Partners held 7,052 shares of iShares MSCI Switzerland ETF worth $242K as of Q1 2018.
  • iShares MSCI Switzerland ETF was a new FDO Partners position in Q1 2018.
  • iShares MSCI Switzerland ETF made up 32.18% of FDO Partners's portfolio in Q1 2018, its #2 holding.
  • FDO Partners first reported a position in iShares MSCI Switzerland ETF in Q3 2017 and has held it in 2 quarters since.
  • FDO Partners's iShares MSCI Switzerland ETF position peaked at $1.93M in Q3 2017.
  • 148 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2018.

Based on FDO Partners's 13F filing for Q1 2018, filed 14 May 2018.