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Richard C. Young & Co’s iShares MSCI Switzerland ETF EWL Stock Holding History

Richard C. Young & Co’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
2013
Q4 		– Sell
-12,616
Closed -$395K – 63
2013
Q3 		$395K Buy
12,616
+357
+3% +$10.8K 0.09% 59
2013
Q2 		$351K Buy
+12,259
New +$366K 0.09% 58

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
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $103M AUM 13.88% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $590M AUM 77.57% 1-Year Est. Return

Richard C. Young & Co's EWL Position: Q4 2013 in Review

Richard C. Young & Co sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2013, closing a stake of 12,616 shares — an estimated $395K sold.

Richard C. Young & Co first reported a position in EWL in Q2 2013 and held it in 2 quarters. The position peaked at $395K in Q3 2013. 119 funds tracked by Wall St. Rank hold EWL as of Q4 2013.

  • Richard C. Young & Co reported no remaining iShares MSCI Switzerland ETF position as of Q4 2013 after selling out during the quarter.
  • Richard C. Young & Co sold 12,616 iShares MSCI Switzerland ETF shares in Q4 2013, an estimated $395K.
  • Richard C. Young & Co first reported a position in iShares MSCI Switzerland ETF in Q2 2013 and held it in 2 quarters.
  • Richard C. Young & Co's iShares MSCI Switzerland ETF position peaked at $395K in Q3 2013.
  • 119 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2013.

Based on Richard C. Young & Co's 13F filing for Q4 2013, filed 13 Feb 2014.