Patriot Financial Group Insurance Agency’s iShares MSCI Switzerland ETF EWL Stock Holding History

Patriot Financial Group Insurance Agency’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
2018 Q3	–	Sell	-340	Closed	-$11K	–	997
2018 Q2	$11K	Sell	340 -2,787	-89%	-$94.3K	0.01%	383
2018 Q1	$106K	Sell	3,127 -677	-18%	-$24.1K	0.08%	201
2017 Q4	$138K	Buy	3,804 +2,827	+289%	+$98.5K	0.1%	165
2017 Q3	$34K	Buy	977 +928	+1,894%	+$32K	0.03%	308
2017 Q2	$2K	Sell	49 -1,248	-96%	-$42.2K	﹤0.01%	828
2017 Q1	$41K	Buy	1,297 +72	+6%	+$2.23K	0.04%	246
2016 Q4	$37K	Buy	+1,225	New	+$35.7K	0.05%	263

Other funds holding EWL

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

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

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

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

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

UCFA

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

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

1CP

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EWL Position: Q3 2018 in Review

Patriot Financial Group Insurance Agency sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2018, closing a stake of 340 shares — an estimated $11K sold.

Patriot Financial Group Insurance Agency first reported a position in EWL in Q4 2016 and held it in 7 quarters. The position peaked at $138K in Q4 2017. 145 funds tracked by Wall St. Rank hold EWL as of Q3 2018.

Patriot Financial Group Insurance Agency reported no remaining iShares MSCI Switzerland ETF position as of Q3 2018 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 340 iShares MSCI Switzerland ETF shares in Q3 2018, an estimated $11K.
Patriot Financial Group Insurance Agency first reported a position in iShares MSCI Switzerland ETF in Q4 2016 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's iShares MSCI Switzerland ETF position peaked at $138K in Q4 2017.
145 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2018, filed 30 Oct 2018.