Gateway Advisory’s iShares MSCI Switzerland ETF EWL Stock Holding History

Gateway Advisory’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	-15,556	Closed	-$483K	–	40
2015 Q4	$483K	Sell	15,556 -4,285	-22%	-$134K	0.22%	27
2015 Q3	$607K	Buy	19,841 +13	+0.1%	+$424	0.29%	24
2015 Q2	$649K	Sell	19,828 -573	-3%	-$19.9K	0.29%	30
2015 Q1	$678K	Buy	20,401 +2,880	+16%	+$94.1K	0.3%	28
2014 Q4	$555K	Sell	17,521 -428	-2%	-$13.7K	0.25%	26
2014 Q3	$584K	Buy	17,949 +2,726	+18%	+$91.1K	0.27%	29
2014 Q2	$522K	Buy	15,223 +4,795	+46%	+$167K	0.24%	30
2014 Q1	$358K	Buy	+10,428	New	+$347K	0.17%	33

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

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

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

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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

Gateway Advisory's EWL Position: Q1 2016 in Review

Gateway Advisory sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2016, closing a stake of 15,556 shares — an estimated $483K sold.

Gateway Advisory first reported a position in EWL in Q1 2014 and held it in 8 quarters. The position peaked at $678K in Q1 2015. 112 funds tracked by Wall St. Rank hold EWL as of Q1 2016.

Gateway Advisory reported no remaining iShares MSCI Switzerland ETF position as of Q1 2016 after selling out during the quarter.
Gateway Advisory sold 15,556 iShares MSCI Switzerland ETF shares in Q1 2016, an estimated $483K.
Gateway Advisory first reported a position in iShares MSCI Switzerland ETF in Q1 2014 and held it in 8 quarters.
Gateway Advisory's iShares MSCI Switzerland ETF position peaked at $678K in Q1 2015.
112 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2016.

Based on Gateway Advisory's 13F filing for Q1 2016, filed 10 May 2016.