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Laffer Tengler Investments’s iShares MSCI Switzerland ETF EWL Stock Holding History

Laffer Tengler Investments’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
2014
Q4 		– Sell
-2
Closed -$64 – 215
2014
Q3 		$74 Sell
2
-11
-85% -$368 ﹤0.01% 239
2014
Q2 		$448 Sell
13
-170,639
-100% -$5.95M ﹤0.01% 207
2014
Q1 		$5.86M Sell
170,652
-74
-0% -$2.46K 0.94% 27
2013
Q4 		$5.63M Buy
+170,726
New +$5.44M 0.93% 27
2013
Q3 		– Sell
-177,453
Closed -$5.36M – 27
2013
Q2 		$5.08M Buy
+177,453
New +$5.3M 1% 30

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Laffer Tengler Investments's EWL Position: Q4 2014 in Review

Laffer Tengler Investments sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2014, closing a stake of 2 shares — an estimated $64 sold.

Laffer Tengler Investments first reported a position in EWL in Q2 2013 and held it in 5 quarters. The position peaked at $5.86M in Q1 2014. 128 funds tracked by Wall St. Rank hold EWL as of Q4 2014.

  • Laffer Tengler Investments reported no remaining iShares MSCI Switzerland ETF position as of Q4 2014 after selling out during the quarter.
  • Laffer Tengler Investments sold 2 iShares MSCI Switzerland ETF shares in Q4 2014, an estimated $64.
  • Laffer Tengler Investments first reported a position in iShares MSCI Switzerland ETF in Q2 2013 and held it in 5 quarters.
  • Laffer Tengler Investments's iShares MSCI Switzerland ETF position peaked at $5.86M in Q1 2014.
  • 128 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2014.

Based on Laffer Tengler Investments's 13F filing for Q4 2014, filed 17 Feb 2015.