IMA Advisory Services’s iShares MSCI Switzerland ETF EWL Stock Holding History

IMA Advisory 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
2018 Q3	–	Sell	-16	Closed	-$1K	–	381
2018 Q2	$1K	Buy	+16	New	+$541	﹤0.01%	430

Other funds holding EWL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

IMA Advisory Services's EWL Position: Q3 2018 in Review

IMA Advisory Services sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2018, closing a stake of 16 shares — an estimated $1K sold.

IMA Advisory Services first reported a position in EWL in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 144 funds tracked by Wall St. Rank hold EWL as of Q3 2018.

IMA Advisory Services reported no remaining iShares MSCI Switzerland ETF position as of Q3 2018 after selling out during the quarter.
IMA Advisory Services sold 16 iShares MSCI Switzerland ETF shares in Q3 2018, an estimated $1K.
IMA Advisory Services first reported a position in iShares MSCI Switzerland ETF in Q2 2018 and held it in 1 quarter.
IMA Advisory Services's iShares MSCI Switzerland ETF position peaked at $1K in Q2 2018.
144 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2018.

Based on IMA Advisory Services's 13F filing for Q3 2018, filed 18 Oct 2018.