QCMC
EWL icon

Quantum Capital Management (California)’s iShares MSCI Switzerland ETF EWL Stock Holding History

Quantum Capital Management (California)’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
2020
Q3 		$437K Buy
10,641
+3,132
+42% +$129K 0.49% 44
2020
Q2 		$293K Buy
+7,509
New +$282K 0.17% 104

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Quantum Capital Management (California)'s EWL Position: Q3 2020 in Review

Quantum Capital Management (California) increased its iShares MSCI Switzerland ETF (EWL) stake by 42% in Q3 2020, buying an estimated $129K and bringing the position to 10,641 shares worth $437K. The position accounts for 0.49% of the portfolio, ranked #44.

Quantum Capital Management (California) first reported a position in EWL in Q2 2020 and has held it in 2 quarters since. 138 funds tracked by Wall St. Rank hold EWL as of Q3 2020.

  • Quantum Capital Management (California) held 10,641 shares of iShares MSCI Switzerland ETF worth $437K as of Q3 2020.
  • Quantum Capital Management (California) bought 3,132 iShares MSCI Switzerland ETF shares in Q3 2020, an estimated $129K.
  • iShares MSCI Switzerland ETF made up 0.49% of Quantum Capital Management (California)'s portfolio in Q3 2020, its #44 holding.
  • Quantum Capital Management (California) first reported a position in iShares MSCI Switzerland ETF in Q2 2020 and has held it in 2 quarters since.
  • 138 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2020.

Based on Quantum Capital Management (California)'s 13F filing for Q3 2020, filed 16 Nov 2020.