Robinson Value Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

Robinson Value Management’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
2018 Q3	$198K	Sell	5,720 -1,450	-20%	-$49.7K	0.18%	58
2018 Q2	$234K	Hold	7,170	–	–	0.21%	58
2018 Q1	$246K	Hold	7,170	–	–	0.23%	60
2017 Q4	$255K	Hold	7,170	–	–	0.22%	63
2017 Q3	$251K	Hold	7,170	–	–	0.23%	61
2017 Q2	$246K	Buy	+7,170	New	+$242K	0.23%	63

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

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

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

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

UCFA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

1CP

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Robinson Value Management's EWL Position: Q3 2018 in Review

Robinson Value Management reduced its iShares MSCI Switzerland ETF (EWL) stake by 20% in Q3 2018, selling an estimated $49.7K and leaving 5,720 shares worth $198K. The position accounts for 0.18% of the portfolio, ranked #58.

Robinson Value Management first reported a position in EWL in Q2 2017 and has held it in 6 quarters since. The position peaked at $255K in Q4 2017. 144 funds tracked by Wall St. Rank hold EWL as of Q3 2018.

Robinson Value Management held 5,720 shares of iShares MSCI Switzerland ETF worth $198K as of Q3 2018.
Robinson Value Management sold 1,450 iShares MSCI Switzerland ETF shares in Q3 2018, an estimated $49.7K.
iShares MSCI Switzerland ETF made up 0.18% of Robinson Value Management's portfolio in Q3 2018, its #58 holding.
Robinson Value Management first reported a position in iShares MSCI Switzerland ETF in Q2 2017 and has held it in 6 quarters since.
Robinson Value Management's iShares MSCI Switzerland ETF position peaked at $255K in Q4 2017.
144 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2018.

Based on Robinson Value Management's 13F filing for Q3 2018, filed 2 Nov 2018.