Patten Group’s iShares MSCI Switzerland ETF EWL Stock Holding History

Patten Group’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	-350	Closed	-$11K	–	302
2018 Q4	$11K	Hold	350	–	–	0.01%	424
2018 Q3	$12K	Hold	350	–	–	﹤0.01%	486
2018 Q2	$11K	Hold	350	–	–	﹤0.01%	468
2018 Q1	$12K	Sell	350 -1,500	-81%	-$53.4K	﹤0.01%	456
2017 Q4	$66K	Hold	1,850	–	–	0.03%	306
2017 Q3	$65K	Hold	1,850	–	–	0.03%	299
2017 Q2	$64K	Hold	1,850	–	–	0.03%	297
2017 Q1	$59K	Hold	1,850	–	–	0.03%	298
2016 Q4	$57K	Hold	1,850	–	–	0.03%	296
2016 Q3	$54.9K	Hold	1,850	–	–	0.03%	305
2016 Q2	$54.9K	Hold	1,850	–	–	0.03%	300
2016 Q1	$55K	Hold	1,850	–	–	0.03%	298
2015 Q4	$57.4K	Hold	1,850	–	–	0.03%	292
2015 Q3	$56.6K	Hold	1,850	–	–	0.03%	269
2015 Q2	$60.6K	Buy	+1,850	New	+$64.4K	0.03%	276
2015 Q1	–	Sell	-1,850	Closed	-$59K	–	187
2014 Q4	$59K	Buy	+1,850	New	+$59.4K	0.03%	196

Other funds holding EWL

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

UCFA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

1CP

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

Patten Group's EWL Position: Q1 2019 in Review

Patten Group sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2019, closing a stake of 350 shares — an estimated $11K sold.

Patten Group first reported a position in EWL in Q4 2014 and held it in 16 quarters. The position peaked at $66K in Q4 2017. 134 funds tracked by Wall St. Rank hold EWL as of Q1 2019.

Patten Group reported no remaining iShares MSCI Switzerland ETF position as of Q1 2019 after selling out during the quarter.
Patten Group sold 350 iShares MSCI Switzerland ETF shares in Q1 2019, an estimated $11K.
Patten Group first reported a position in iShares MSCI Switzerland ETF in Q4 2014 and held it in 16 quarters.
Patten Group's iShares MSCI Switzerland ETF position peaked at $66K in Q4 2017.
134 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.