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Vontobel Swiss Wealth Advisors’s iShares Asia 50 ETF AIA Stock Holding History

Vontobel Swiss Wealth Advisors’s Portfolio AIA Stock Details AIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-550
Closed -$26K – 46
2014
Q4 		$26K Buy
+550
New +$25.9K 0.02% 78

Other funds holding AIA

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IPC
Independent Portfolio Consultants Boca Raton, Florida $241M AUM 21.8% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's AIA Position: Q1 2015 in Review

Vontobel Swiss Wealth Advisors sold out of iShares Asia 50 ETF (AIA) in Q1 2015, closing a stake of 550 shares — an estimated $26K sold.

Vontobel Swiss Wealth Advisors first reported a position in AIA in Q4 2014 and held it in 1 quarter. The position peaked at $26K in Q4 2014. 44 funds tracked by Wall St. Rank hold AIA as of Q1 2015.

  • Vontobel Swiss Wealth Advisors reported no remaining iShares Asia 50 ETF position as of Q1 2015 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 550 iShares Asia 50 ETF shares in Q1 2015, an estimated $26K.
  • Vontobel Swiss Wealth Advisors first reported a position in iShares Asia 50 ETF in Q4 2014 and held it in 1 quarter.
  • Vontobel Swiss Wealth Advisors's iShares Asia 50 ETF position peaked at $26K in Q4 2014.
  • 44 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q1 2015.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2015, filed 13 May 2015.