TD Capital Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

TD Capital 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
2017 Q4	–	Sell	-535	Closed	-$19K	–	210
2017 Q3	$19K	Buy	535 +103	+24%	+$3.55K	0.01%	107
2017 Q2	$15K	Hold	432	–	–	﹤0.01%	105
2017 Q1	$14K	Hold	432	–	–	﹤0.01%	106
2016 Q4	$13K	Buy	+432	New	+$12.6K	﹤0.01%	105

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TD Capital Management's EWL Position: Q4 2017 in Review

TD Capital Management sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2017, closing a stake of 535 shares — an estimated $19K sold.

TD Capital Management first reported a position in EWL in Q4 2016 and held it in 4 quarters. The position peaked at $19K in Q3 2017. 139 funds tracked by Wall St. Rank hold EWL as of Q4 2017.

TD Capital Management reported no remaining iShares MSCI Switzerland ETF position as of Q4 2017 after selling out during the quarter.
TD Capital Management sold 535 iShares MSCI Switzerland ETF shares in Q4 2017, an estimated $19K.
TD Capital Management first reported a position in iShares MSCI Switzerland ETF in Q4 2016 and held it in 4 quarters.
TD Capital Management's iShares MSCI Switzerland ETF position peaked at $19K in Q3 2017.
139 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2017.

Based on TD Capital Management's 13F filing for Q4 2017, filed 9 Feb 2018.