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Harbour Investment Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

Harbour Investment 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
2021
Q1 		– Sell
-4,500
Closed -$201K – 83
2020
Q4 		$201K Buy
+4,500
New +$191K 0.11% 75
2018
Q2 		– Sell
-56,145
Closed -$1.93M – 64
2018
Q1 		$1.93M Sell
56,145
-825
-1% -$29.4K 1.44% 35
2017
Q4 		$2.03M Sell
56,970
-3,600
-6% -$125K 1.43% 37
2017
Q3 		$2.12M Sell
60,570
-200
-0.3% -$6.9K 1.49% 33
2017
Q2 		$2.08M Sell
60,770
-700
-1% -$23.7K 1.52% 32
2017
Q1 		$1.97M Sell
61,470
-120
-0.2% -$3.72K 1.46% 34
2016
Q4 		$1.81M Sell
61,590
-100
-0.2% -$2.92K 1.38% 35
2016
Q3 		$1.89M Sell
61,690
-200
-0.3% -$6.05K 1.44% 29
2016
Q2 		$1.83M Sell
61,890
-300
-0.5% -$9.06K 1.4% 28
2016
Q1 		$1.85M Sell
62,190
-690
-1% -$20.1K 1.42% 26
2015
Q4 		$1.95M Sell
62,880
-300
-0.5% -$9.4K 1.52% 23
2015
Q3 		$1.93M Sell
63,180
-50
-0.1% -$1.63K 1.56% 22
2015
Q2 		$2.07M Sell
63,230
-1,040
-2% -$36.2K 1.56% 22
2015
Q1 		$1.36M Sell
64,270
-15,550
-19% -$508K 1% 47
2014
Q4 		$1.66M Buy
79,820
+675
+0.9% +$21.7K 1.05% 44
2014
Q3 		$2.57M Sell
79,145
-500
-0.6% -$16.7K 1.71% 21
2014
Q2 		$2.73M Sell
79,645
-790
-1% -$27.5K 1.74% 20
2014
Q1 		$2.76M Sell
80,435
-250
-0.3% -$8.31K 1.81% 20
2013
Q4 		$2.66M Buy
80,685
+370
+0.5% +$11.8K 1.78% 19
2013
Q3 		$2.51M Sell
80,315
-135
-0.2% -$4.08K 1.75% 19
2013
Q2 		$2.31M Buy
+80,450
New +$2.4M 1.69% 21

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Harbour Investment Management's EWL Position: Q1 2021 in Review

Harbour Investment Management sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2021, closing a stake of 4,500 shares — an estimated $201K sold.

Harbour Investment Management first reported a position in EWL in Q2 2013 and held it in 21 quarters. The position peaked at $2.76M in Q1 2014. 147 funds tracked by Wall St. Rank hold EWL as of Q1 2021.

  • Harbour Investment Management reported no remaining iShares MSCI Switzerland ETF position as of Q1 2021 after selling out during the quarter.
  • Harbour Investment Management sold 4,500 iShares MSCI Switzerland ETF shares in Q1 2021, an estimated $201K.
  • Harbour Investment Management first reported a position in iShares MSCI Switzerland ETF in Q2 2013 and held it in 21 quarters.
  • Harbour Investment Management's iShares MSCI Switzerland ETF position peaked at $2.76M in Q1 2014.
  • 147 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2021.

Based on Harbour Investment Management's 13F filing for Q1 2021, filed 17 May 2021.