Placemark Investments’s iShares MSCI Switzerland ETF EWL Stock Holding History

Placemark Investments’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	$219K	Sell	6,970 -60,065	-90%	-$1.93M	﹤0.01%	1523
2014 Q3	$2.18M	Buy	67,035 +60,185	+879%	+$2.01M	0.04%	536
2014 Q2	$237K	Sell	6,850 -1,399	-17%	-$48.8K	﹤0.01%	1491
2014 Q1	$285K	Sell	8,249 -1,610	-16%	-$53.5K	0.01%	1362
2013 Q4	$324K	Buy	9,859 +112	+1%	+$3.57K	0.01%	1314
2013 Q3	$304K	Buy	9,747 +2,139	+28%	+$64.6K	0.01%	1318
2013 Q2	$219K	Buy	+7,608	New	+$227K	﹤0.01%	1409

Other funds holding EWL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

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

Placemark Investments's EWL Position: Q4 2014 in Review

Placemark Investments reduced its iShares MSCI Switzerland ETF (EWL) stake by 90% in Q4 2014, selling an estimated $1.93M and leaving 6,970 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

Placemark Investments first reported a position in EWL in Q2 2013 and has held it in 7 quarters since. The position peaked at $2.18M in Q3 2014. 128 funds tracked by Wall St. Rank hold EWL as of Q4 2014.

Placemark Investments held 6,970 shares of iShares MSCI Switzerland ETF worth $219K as of Q4 2014.
Placemark Investments sold 60,065 iShares MSCI Switzerland ETF shares in Q4 2014, an estimated $1.93M.
iShares MSCI Switzerland ETF made up ﹤0.01% of Placemark Investments's portfolio in Q4 2014, its #1523 holding.
Placemark Investments first reported a position in iShares MSCI Switzerland ETF in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's iShares MSCI Switzerland ETF position peaked at $2.18M in Q3 2014.
128 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.