Greytown Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

Greytown Advisors’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 Q2	–	Sell	-12,545	Closed	-$431K	–	74
2018 Q1	$431K	Sell	12,545 -70,078	-85%	-$2.49M	0.22%	60
2017 Q4	$2.94M	Buy	82,623 +4,716	+6%	+$164K	1.51%	18
2017 Q3	$2.73M	Buy	77,907 +6,058	+8%	+$209K	1.58%	17
2017 Q2	$2.46M	Sell	71,849 -1,204	-2%	-$40.7K	2.01%	13
2017 Q1	$2.34M	Sell	73,053 -1,555	-2%	-$48.2K	2.07%	12
2016 Q4	$2.2M	Buy	+74,608	New	+$2.18M	2.1%	10

Other funds holding EWL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Greytown Advisors's EWL Position: Q2 2018 in Review

Greytown Advisors sold out of iShares MSCI Switzerland ETF (EWL) in Q2 2018, closing a stake of 12,545 shares — an estimated $431K sold.

Greytown Advisors first reported a position in EWL in Q4 2016 and held it in 6 quarters. The position peaked at $2.94M in Q4 2017. 129 funds tracked by Wall St. Rank hold EWL as of Q2 2018.

Greytown Advisors reported no remaining iShares MSCI Switzerland ETF position as of Q2 2018 after selling out during the quarter.
Greytown Advisors sold 12,545 iShares MSCI Switzerland ETF shares in Q2 2018, an estimated $431K.
Greytown Advisors first reported a position in iShares MSCI Switzerland ETF in Q4 2016 and held it in 6 quarters.
Greytown Advisors's iShares MSCI Switzerland ETF position peaked at $2.94M in Q4 2017.
129 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2018.

Based on Greytown Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.