Loring Wolcott & Coolidge Fiduciary Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2016 Q3	–	Sell	-146	Closed	-$4K	–	614
2016 Q2	$4K	Hold	146	–	–	﹤0.01%	599
2016 Q1	$4K	Hold	146	–	–	﹤0.01%	586
2015 Q4	$5K	Hold	146	–	–	﹤0.01%	595
2015 Q3	$5K	Hold	146	–	–	﹤0.01%	580
2015 Q2	$5K	Buy	+146	New	+$5.08K	﹤0.01%	580

Other funds holding EWL

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

1CP

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

VSWA

Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors's EWL Position: Q3 2016 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2016, closing a stake of 146 shares — an estimated $4K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EWL in Q2 2015 and held it in 5 quarters. The position peaked at $5K in Q4 2015. 119 funds tracked by Wall St. Rank hold EWL as of Q3 2016.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares MSCI Switzerland ETF position as of Q3 2016 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 146 iShares MSCI Switzerland ETF shares in Q3 2016, an estimated $4K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares MSCI Switzerland ETF in Q2 2015 and held it in 5 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares MSCI Switzerland ETF position peaked at $5K in Q4 2015.
119 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2016.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2016, filed 1 Nov 2016.