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Sonora Investment Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

Sonora Investment 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
2020
Q3 		– Sell
-229
Closed -$9K – 1802
2020
Q2 		$9K Buy
+229
New +$8.6K ﹤0.01% 1153

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

Sonora Investment Management's EWL Position: Q3 2020 in Review

Sonora Investment Management sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2020, closing a stake of 229 shares — an estimated $9K sold.

Sonora Investment Management first reported a position in EWL in Q2 2020 and held it in 1 quarter. The position peaked at $9K in Q2 2020. 138 funds tracked by Wall St. Rank hold EWL as of Q3 2020.

  • Sonora Investment Management reported no remaining iShares MSCI Switzerland ETF position as of Q3 2020 after selling out during the quarter.
  • Sonora Investment Management sold 229 iShares MSCI Switzerland ETF shares in Q3 2020, an estimated $9K.
  • Sonora Investment Management first reported a position in iShares MSCI Switzerland ETF in Q2 2020 and held it in 1 quarter.
  • Sonora Investment Management's iShares MSCI Switzerland ETF position peaked at $9K in Q2 2020.
  • 138 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2020.

Based on Sonora Investment Management's 13F filing for Q3 2020, filed 26 Oct 2020.