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HL Financial Services’s iShares MSCI Switzerland ETF EWL Stock Holding History

HL Financial Services’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
2013
Q4 		– Sell
-6,395
Closed -$200K – 634
2013
Q3 		$200K Sell
6,395
-3,169
-33% -$95.7K 0.01% 554
2013
Q2 		$274K Buy
+9,564
New +$286K 0.01% 445

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
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $103M AUM 13.88% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $590M AUM 77.57% 1-Year Est. Return

HL Financial Services's EWL Position: Q4 2013 in Review

HL Financial Services sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2013, closing a stake of 6,395 shares — an estimated $200K sold.

HL Financial Services first reported a position in EWL in Q2 2013 and held it in 2 quarters. The position peaked at $274K in Q2 2013. 119 funds tracked by Wall St. Rank hold EWL as of Q4 2013.

  • HL Financial Services reported no remaining iShares MSCI Switzerland ETF position as of Q4 2013 after selling out during the quarter.
  • HL Financial Services sold 6,395 iShares MSCI Switzerland ETF shares in Q4 2013, an estimated $200K.
  • HL Financial Services first reported a position in iShares MSCI Switzerland ETF in Q2 2013 and held it in 2 quarters.
  • HL Financial Services's iShares MSCI Switzerland ETF position peaked at $274K in Q2 2013.
  • 119 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2013.

Based on HL Financial Services's 13F filing for Q4 2013, filed 24 Jan 2014.