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Jefferies Group’s iShares MSCI Switzerland ETF EWL Stock Holding History

Jefferies Group’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
Q1 		– Sell
-9,111
Closed -$324K – 2362
2017
Q4 		$324K Buy
+9,111
New +$318K ﹤0.01% 1969

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
VSWA
Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jefferies Group's EWL Position: Q1 2018 in Review

Jefferies Group sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2018, closing a stake of 9,111 shares — an estimated $324K sold.

Jefferies Group first reported a position in EWL in Q4 2017 and held it in 1 quarter. The position peaked at $324K in Q4 2017. 148 funds tracked by Wall St. Rank hold EWL as of Q1 2018.

  • Jefferies Group reported no remaining iShares MSCI Switzerland ETF position as of Q1 2018 after selling out during the quarter.
  • Jefferies Group sold 9,111 iShares MSCI Switzerland ETF shares in Q1 2018, an estimated $324K.
  • Jefferies Group first reported a position in iShares MSCI Switzerland ETF in Q4 2017 and held it in 1 quarter.
  • Jefferies Group's iShares MSCI Switzerland ETF position peaked at $324K in Q4 2017.
  • 148 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2018.

Based on Jefferies Group's 13F filing for Q1 2018, filed 15 May 2018.