FHC
EWL icon

First Heartland Consultants’s iShares MSCI Switzerland ETF EWL Stock Holding History

First Heartland Consultants’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
Q1 		– Sell
-7,701
Closed -$239K – 279
2015
Q4 		$239K Sell
7,701
-481
-6% -$15.1K 0.09% 226
2015
Q3 		$250K Buy
8,182
+75
+0.9% +$2.45K 0.1% 205
2015
Q2 		$265 Hold
8,107
– – 0.07% 204
2015
Q1 		$269K Sell
8,107
-655
-7% -$21.4K 0.1% 201
2014
Q4 		$278K Sell
8,762
-132
-1% -$4.24K 0.11% 188
2014
Q3 		$289K Buy
8,894
+819
+10% +$27.4K 0.13% 181
2014
Q2 		$277K Buy
8,075
+1,410
+21% +$49.2K 0.13% 186
2014
Q1 		$229K Buy
+6,665
New +$222K 0.11% 208
2013
Q4 		– Sell
-6,490
Closed -$204K – 210
2013
Q3 		$204K Buy
6,490
+309
+5% +$9.33K 0.12% 199
2013
Q2 		$177K Buy
+6,181
New +$185K 0.1% 203

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return