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Peachtree Investment Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

Peachtree Investment 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
2014
Q4 		– Sell
-41,275
Closed -$1.34M – 369
2014
Q3 		$1.34M Sell
41,275
-5,355
-11% -$179K 0.9% 25
2014
Q2 		$1.6M Buy
46,630
+1,938
+4% +$67.6K 1.07% 23
2014
Q1 		$1.53M Sell
44,692
-3,600
-7% -$120K 1.05% 23
2013
Q4 		$1.59M Buy
+48,292
New +$1.54M 1.09% 22

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $49B AUM 17.78% 1-Year Est. Return

Peachtree Investment Advisors's EWL Position: Q4 2014 in Review

Peachtree Investment Advisors sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2014, closing a stake of 41,275 shares — an estimated $1.34M sold.

Peachtree Investment Advisors first reported a position in EWL in Q4 2013 and held it in 4 quarters. The position peaked at $1.6M in Q2 2014. 128 funds tracked by Wall St. Rank hold EWL as of Q4 2014.

  • Peachtree Investment Advisors reported no remaining iShares MSCI Switzerland ETF position as of Q4 2014 after selling out during the quarter.
  • Peachtree Investment Advisors sold 41,275 iShares MSCI Switzerland ETF shares in Q4 2014, an estimated $1.34M.
  • Peachtree Investment Advisors first reported a position in iShares MSCI Switzerland ETF in Q4 2013 and held it in 4 quarters.
  • Peachtree Investment Advisors's iShares MSCI Switzerland ETF position peaked at $1.6M in Q2 2014.
  • 128 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2014.

Based on Peachtree Investment Advisors's 13F filing for Q4 2014, filed 29 Jan 2015.