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SPC Financial Inc’s iShares MSCI Switzerland ETF EWL Stock Holding History

SPC Financial Inc’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
Q2 		– Sell
-14,600
Closed -$434K – 112
2016
Q1 		$434K Sell
14,600
-690
-5% -$20.1K 0.16% 79
2015
Q4 		$475K Sell
15,290
-530
-3% -$16.6K 0.19% 74
2015
Q3 		$484K Sell
15,820
-140
-0.9% -$4.57K 0.21% 72
2015
Q2 		$523K Sell
15,960
-320
-2% -$11.1K 0.15% 81
2015
Q1 		$541K Buy
16,280
+2,813
+21% +$91.9K 0.15% 77
2014
Q4 		$427K Sell
13,467
-198,902
-94% -$6.39M 0.12% 80
2014
Q3 		$6.9M Sell
212,369
-933
-0.4% -$31.2K 2% 12
2014
Q2 		$7.32M Buy
213,302
+5,542
+3% +$193K 2.05% 11
2014
Q1 		$7.13M Buy
207,760
+3,865
+2% +$129K 2.17% 11
2013
Q4 		$6.73M Buy
203,895
+44,335
+28% +$1.41M 2.1% 12
2013
Q3 		$4.99M Buy
159,560
+78,335
+96% +$2.36M 1.77% 19
2013
Q2 		$2.33M Buy
+81,225
New +$2.43M 0.9% 36

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

SPC Financial Inc's EWL Position: Q2 2016 in Review

SPC Financial Inc sold out of iShares MSCI Switzerland ETF (EWL) in Q2 2016, closing a stake of 14,600 shares — an estimated $434K sold.

SPC Financial Inc first reported a position in EWL in Q2 2013 and held it in 12 quarters. The position peaked at $7.32M in Q2 2014. 120 funds tracked by Wall St. Rank hold EWL as of Q2 2016.

  • SPC Financial Inc reported no remaining iShares MSCI Switzerland ETF position as of Q2 2016 after selling out during the quarter.
  • SPC Financial Inc sold 14,600 iShares MSCI Switzerland ETF shares in Q2 2016, an estimated $434K.
  • SPC Financial Inc first reported a position in iShares MSCI Switzerland ETF in Q2 2013 and held it in 12 quarters.
  • SPC Financial Inc's iShares MSCI Switzerland ETF position peaked at $7.32M in Q2 2014.
  • 120 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2016.

Based on SPC Financial Inc's 13F filing for Q2 2016, filed 21 Jul 2016.