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Virtus Investment Advisers’s iShares MSCI Switzerland ETF EWL Stock Holding History

Virtus Investment Advisers’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
2018
Q1 		– Sell
-91,109
Closed -$3.24M – 152
2017
Q4 		$3.24M Sell
91,109
-3,349
-4% -$117K 0.35% 82
2017
Q3 		$3.31M Sell
94,458
-6,903
-7% -$238K 0.35% 94
2017
Q2 		$3.48M Sell
101,361
-23,933
-19% -$809K 0.34% 100
2017
Q1 		$4.01M Sell
125,294
-24,393
-16% -$757K 0.35% 95
2016
Q4 		$4.41M Sell
149,687
-23,908
-14% -$697K 0.34% 100
2016
Q3 		$5.3M Buy
+173,595
New +$5.25M 0.34% 100
2015
Q4 		– Sell
-10,250
Closed -$314K – 13
2015
Q3 		$314K Buy
10,250
+4,480
+78% +$146K 0.8% 8
2015
Q2 		$189K Sell
5,770
-2,080
-26% -$72.4K 0.24% 17
2015
Q1 		$261K Sell
7,850
-2,930
-27% -$95.7K 0.18% 14
2014
Q4 		$342K Buy
10,780
+2,760
+34% +$88.6K 0.18% 12
2014
Q3 		$261K Buy
8,020
+3,820
+91% +$128K 0.12% 17
2014
Q2 		$144K Sell
4,200
-1,550
-27% -$54K 0.06% 21
2014
Q1 		$197K Buy
5,750
+1,190
+26% +$39.6K 0.09% 17
2013
Q4 		$150K Buy
4,560
+450
+11% +$14.3K 0.06% 22
2013
Q3 		$129K Sell
4,110
-1,410
-26% -$42.6K 0.06% 17
2013
Q2 		$158K Buy
+5,520
New +$165K 0.08% 20

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
VSWA
Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Virtus Investment Advisers's EWL Position: Q1 2018 in Review

Virtus Investment Advisers sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2018, closing a stake of 91,109 shares — an estimated $3.24M sold.

Virtus Investment Advisers first reported a position in EWL in Q2 2013 and held it in 16 quarters. The position peaked at $5.3M in Q3 2016. 148 funds tracked by Wall St. Rank hold EWL as of Q1 2018.

  • Virtus Investment Advisers reported no remaining iShares MSCI Switzerland ETF position as of Q1 2018 after selling out during the quarter.
  • Virtus Investment Advisers sold 91,109 iShares MSCI Switzerland ETF shares in Q1 2018, an estimated $3.24M.
  • Virtus Investment Advisers first reported a position in iShares MSCI Switzerland ETF in Q2 2013 and held it in 16 quarters.
  • Virtus Investment Advisers's iShares MSCI Switzerland ETF position peaked at $5.3M in Q3 2016.
  • 148 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2018.

Based on Virtus Investment Advisers's 13F filing for Q1 2018, filed 15 May 2018.