Loeb Partners Corp’s iShares MSCI Switzerland ETF EWL Stock Holding History

Loeb Partners Corp’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
2019 Q1	–	Sell	-18,679	Closed	-$589K	–	185
2018 Q4	$589K	Hold	18,679	–	–	0.27%	82
2018 Q3	$648K	Hold	18,679	–	–	0.24%	84
2018 Q2	$609K	Buy	+18,679	New	+$632K	0.15%	114
2018 Q1	–	Sell	-18,679	Closed	-$665K	–	130
2017 Q4	$665K	Sell	18,679 -1,000	-5%	-$34.9K	0.2%	100
2017 Q3	$689K	Hold	19,679	–	–	0.21%	98
2017 Q2	$675K	Hold	19,679	–	–	0.19%	105
2017 Q1	$629K	Hold	19,679	–	–	0.19%	103
2016 Q4	$580K	Hold	19,679	–	–	0.2%	102
2016 Q3	$601K	Hold	19,679	–	–	0.21%	94
2016 Q2	$583K	Hold	19,679	–	–	0.19%	96
2016 Q1	$585K	Hold	19,679	–	–	0.21%	96
2015 Q4	$611K	Hold	19,679	–	–	0.2%	99
2015 Q3	$602K	Hold	19,679	–	–	0.22%	97
2015 Q2	$644K	Sell	19,679 -18,500	-48%	-$644K	0.19%	100
2015 Q1	$1.27M	Hold	38,179	–	–	0.37%	69
2014 Q4	$1.21M	Hold	38,179	–	–	0.36%	72
2014 Q3	$1.24M	Hold	38,179	–	–	0.41%	64
2014 Q2	$1.31M	Hold	38,179	–	–	0.4%	70
2014 Q1	$1.31M	Sell	38,179 -68,000	-64%	-$2.26M	0.44%	64
2013 Q4	$3.5M	Hold	106,179	–	–	1.12%	27
2013 Q3	$3.32M	Sell	106,179 -1,000	-0.9%	-$30.2K	1.12%	27
2013 Q2	$3.07M	Buy	+107,179	New	+$3.2M	1.12%	26

Other funds holding EWL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Loeb Partners Corp's EWL Position: Q1 2019 in Review

Loeb Partners Corp sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2019, closing a stake of 18,679 shares — an estimated $589K sold.

Loeb Partners Corp first reported a position in EWL in Q2 2013 and held it in 22 quarters. The position peaked at $3.5M in Q4 2013. 134 funds tracked by Wall St. Rank hold EWL as of Q1 2019.

Loeb Partners Corp reported no remaining iShares MSCI Switzerland ETF position as of Q1 2019 after selling out during the quarter.
Loeb Partners Corp sold 18,679 iShares MSCI Switzerland ETF shares in Q1 2019, an estimated $589K.
Loeb Partners Corp first reported a position in iShares MSCI Switzerland ETF in Q2 2013 and held it in 22 quarters.
Loeb Partners Corp's iShares MSCI Switzerland ETF position peaked at $3.5M in Q4 2013.
134 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2019.

Based on Loeb Partners Corp's 13F filing for Q1 2019, filed 14 May 2019.