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New England Securities’s iShares MSCI Switzerland ETF EWL Stock Holding History

New England Securities’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 		$7K Buy
211
+106
+101% +$3.4K ﹤0.01% 1175
2014
Q3 		$3K Sell
105
-68
-39% -$2.27K ﹤0.01% 1394
2014
Q2 		$6K Buy
173
+68
+65% +$2.37K ﹤0.01% 1249
2014
Q1 		$4K Hold
105
– – ﹤0.01% 1327
2013
Q4 		$3K Buy
+105
New +$3.35K ﹤0.01% 1338

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

New England Securities's EWL Position: Q4 2014 in Review

New England Securities increased its iShares MSCI Switzerland ETF (EWL) stake by 101% in Q4 2014, buying an estimated $3.4K and bringing the position to 211 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

New England Securities first reported a position in EWL in Q4 2013 and has held it in 5 quarters since. 128 funds tracked by Wall St. Rank hold EWL as of Q4 2014.

  • New England Securities held 211 shares of iShares MSCI Switzerland ETF worth $7K as of Q4 2014.
  • New England Securities bought 106 iShares MSCI Switzerland ETF shares in Q4 2014, an estimated $3.4K.
  • iShares MSCI Switzerland ETF made up ﹤0.01% of New England Securities's portfolio in Q4 2014, its #1175 holding.
  • New England Securities first reported a position in iShares MSCI Switzerland ETF in Q4 2013 and has held it in 5 quarters since.
  • 128 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.