SMA
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Simply Money Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

Simply Money Advisors’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
Q3 		– Sell
-333
Closed -$10K – 196
2013
Q2 		$10K Buy
+333
New +$9.95K ﹤0.01% 157

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
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
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $590M AUM 77.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $103M AUM 13.88% 1-Year Est. Return

Simply Money Advisors's EWL Position: Q3 2013 in Review

Simply Money Advisors sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2013, closing a stake of 333 shares — an estimated $10K sold.

Simply Money Advisors first reported a position in EWL in Q2 2013 and held it in 1 quarter. The position peaked at $10K in Q2 2013. 118 funds tracked by Wall St. Rank hold EWL as of Q3 2013.

  • Simply Money Advisors reported no remaining iShares MSCI Switzerland ETF position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 333 iShares MSCI Switzerland ETF shares in Q3 2013, an estimated $10K.
  • Simply Money Advisors first reported a position in iShares MSCI Switzerland ETF in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's iShares MSCI Switzerland ETF position peaked at $10K in Q2 2013.
  • 118 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.