Founders Financial Securities’s iShares MSCI Switzerland ETF EWL Stock Holding History

Founders Financial Securities’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
2015 Q3	–	Sell	-10,109	Closed	-$331K	–	71
2015 Q2	$331K	Buy	+10,109	New	+$352K	0.16%	43
2014 Q4	–	Sell	-7,608	Closed	-$247K	–	81
2014 Q3	$247K	Buy	7,608 +463	+6%	+$15.5K	0.16%	51
2014 Q2	$245K	Buy	+7,145	New	+$249K	0.16%	57
2014 Q1	–	Sell	-8,094	Closed	-$267K	–	72
2013 Q4	$267K	Buy	+8,094	New	+$258K	0.22%	54

Other funds holding EWL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Founders Financial Securities's EWL Position: Q3 2015 in Review

Founders Financial Securities sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2015, closing a stake of 10,109 shares — an estimated $331K sold.

Founders Financial Securities first reported a position in EWL in Q4 2013 and held it in 4 quarters. The position peaked at $331K in Q2 2015. 127 funds tracked by Wall St. Rank hold EWL as of Q3 2015.

Founders Financial Securities reported no remaining iShares MSCI Switzerland ETF position as of Q3 2015 after selling out during the quarter.
Founders Financial Securities sold 10,109 iShares MSCI Switzerland ETF shares in Q3 2015, an estimated $331K.
Founders Financial Securities first reported a position in iShares MSCI Switzerland ETF in Q4 2013 and held it in 4 quarters.
Founders Financial Securities's iShares MSCI Switzerland ETF position peaked at $331K in Q2 2015.
127 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2015.

Based on Founders Financial Securities's 13F filing for Q3 2015, filed 9 Oct 2015.