Genovese Burford & Brothers Wealth & Retirement Plan Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2017 Q1	–	Sell	-80	Closed	-$3K	–	455
2016 Q4	$3K	Hold	80	–	–	﹤0.01%	423
2016 Q3	$2K	Hold	80	–	–	﹤0.01%	389
2016 Q2	$2K	Hold	80	–	–	﹤0.01%	366
2016 Q1	$2K	Hold	80	–	–	﹤0.01%	347
2015 Q4	$2K	Buy	+80	New	+$2.51K	﹤0.01%	340

Other funds holding EWL

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 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 $2.44B AUM 24.95% 1-Year Est. Return

VSWA

Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's EWL Position: Q1 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2017, closing a stake of 80 shares — an estimated $3K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in EWL in Q4 2015 and held it in 5 quarters. The position peaked at $3K in Q4 2016. 128 funds tracked by Wall St. Rank hold EWL as of Q1 2017.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining iShares MSCI Switzerland ETF position as of Q1 2017 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 80 iShares MSCI Switzerland ETF shares in Q1 2017, an estimated $3K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in iShares MSCI Switzerland ETF in Q4 2015 and held it in 5 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's iShares MSCI Switzerland ETF position peaked at $3K in Q4 2016.
128 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2017, filed 28 Apr 2017.