SFG
EWL icon

SevenBridge Financial Group’s iShares MSCI Switzerland ETF EWL Stock Holding History

SevenBridge Financial Group’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
2016
Q3 		– Sell
-170
Closed -$5K – 636
2016
Q2 		$5K Buy
+170
New +$5.13K ﹤0.01% 584

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
VSWA
Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SevenBridge Financial Group's EWL Position: Q3 2016 in Review

SevenBridge Financial Group sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2016, closing a stake of 170 shares — an estimated $5K sold.

SevenBridge Financial Group first reported a position in EWL in Q2 2016 and held it in 1 quarter. The position peaked at $5K in Q2 2016. 120 funds tracked by Wall St. Rank hold EWL as of Q3 2016.

  • SevenBridge Financial Group reported no remaining iShares MSCI Switzerland ETF position as of Q3 2016 after selling out during the quarter.
  • SevenBridge Financial Group sold 170 iShares MSCI Switzerland ETF shares in Q3 2016, an estimated $5K.
  • SevenBridge Financial Group first reported a position in iShares MSCI Switzerland ETF in Q2 2016 and held it in 1 quarter.
  • SevenBridge Financial Group's iShares MSCI Switzerland ETF position peaked at $5K in Q2 2016.
  • 120 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2016.

Based on SevenBridge Financial Group's 13F filing for Q3 2016, filed 28 Nov 2016.