Triangle Peak Partners’s iShares MSCI Switzerland ETF EWL Stock Holding History

Triangle Peak Partners’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
2015 Q3	$437K	Sell	14,276 -5,213	-27%	-$170K	0.79%	18
2015 Q2	$638K	Buy	19,489 +1,585	+9%	+$55.1K	1%	24
2015 Q1	$595K	Sell	17,904 -26,274	-59%	-$858K	0.9%	24
2014 Q4	$1.4M	Buy	44,178 +35,096	+386%	+$1.13M	1.99%	14
2014 Q3	$295K	Buy	9,082 +573	+7%	+$19.2K	0.3%	29
2014 Q2	$292K	Buy	+8,509	New	+$297K	0.26%	33

Other funds holding EWL

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Triangle Peak Partners's EWL Position: Q3 2015 in Review

Triangle Peak Partners reduced its iShares MSCI Switzerland ETF (EWL) stake by 27% in Q3 2015, selling an estimated $170K and leaving 14,276 shares worth $437K. The position accounts for 0.79% of the portfolio, ranked #18.

Triangle Peak Partners first reported a position in EWL in Q2 2014 and has held it in 6 quarters since. The position peaked at $1.4M in Q4 2014. 127 funds tracked by Wall St. Rank hold EWL as of Q3 2015.

Triangle Peak Partners held 14,276 shares of iShares MSCI Switzerland ETF worth $437K as of Q3 2015.
Triangle Peak Partners sold 5,213 iShares MSCI Switzerland ETF shares in Q3 2015, an estimated $170K.
iShares MSCI Switzerland ETF made up 0.79% of Triangle Peak Partners's portfolio in Q3 2015, its #18 holding.
Triangle Peak Partners first reported a position in iShares MSCI Switzerland ETF in Q2 2014 and has held it in 6 quarters since.
Triangle Peak Partners's iShares MSCI Switzerland ETF position peaked at $1.4M in Q4 2014.
127 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2015.

Based on Triangle Peak Partners's 13F filing for Q3 2015, filed 6 Nov 2015.