Luther King Capital Management (LKCM)’s iShares MSCI Switzerland ETF EWL Stock Holding History

Luther King Capital Management (LKCM)’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 Q4	–	Hold	0	–	–	–	469
2019 Q3	–	Hold	0	–	–	–	457
2019 Q2	–	Hold	0	–	–	–	377
2019 Q1	–	Hold	0	–	–	–	388
2018 Q4	–	Hold	0	–	–	–	392
2018 Q3	–	Sell	-22,711	Closed	-$778K	–	387
2018 Q2	$740K	Buy	22,711 +150	+0.7%	+$5.07K	0.01%	381
2018 Q1	$775K	Buy	22,561 +271	+1%	+$9.64K	0.01%	376
2017 Q4	$793K	Buy	22,290 +1,416	+7%	+$49.4K	0.01%	381
2017 Q3	$731K	Buy	+20,874	New	+$720K	0.01%	379
2014 Q4	–	Sell	-156,838	Closed	-$5.1M	–	562
2014 Q3	$5.1M	Buy	156,838 +333	+0.2%	+$11.1K	0.04%	274
2014 Q2	$5.37M	Buy	156,505 +1,386	+0.9%	+$48.3K	0.04%	273
2014 Q1	$5.33M	Sell	155,119 -1,670	-1%	-$55.5K	0.04%	274
2013 Q4	$5.17M	Sell	156,789 -4,690	-3%	-$150K	0.04%	280
2013 Q3	$5.05M	Buy	161,479 +67,590	+72%	+$2.04M	0.04%	279
2013 Q2	$2.69M	Buy	+93,889	New	+$2.81M	0.03%	312

Other funds holding EWL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

1CP

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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

UCFA

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

Luther King Capital Management (LKCM)'s EWL Position: Q4 2019 in Review

Luther King Capital Management (LKCM) held its iShares MSCI Switzerland ETF (EWL) position steady in Q4 2019 at 0 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Luther King Capital Management (LKCM) first reported a position in EWL in Q2 2013 and has held it in 10 quarters since. The position peaked at $5.37M in Q2 2014. 156 funds tracked by Wall St. Rank hold EWL as of Q4 2019.

Luther King Capital Management (LKCM) held 0 shares of iShares MSCI Switzerland ETF worth $330K as of Q4 2019.
Luther King Capital Management (LKCM) left its iShares MSCI Switzerland ETF share count unchanged in Q4 2019.
iShares MSCI Switzerland ETF made up ﹤0.01% of Luther King Capital Management (LKCM)'s portfolio in Q4 2019, its #469 holding.
Luther King Capital Management (LKCM) first reported a position in iShares MSCI Switzerland ETF in Q2 2013 and has held it in 10 quarters since.
Luther King Capital Management (LKCM)'s iShares MSCI Switzerland ETF position peaked at $5.37M in Q2 2014.
156 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2019.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q4 2019, filed 12 Feb 2020.