Vontobel Swiss Wealth Advisors’s iShares MSCI Sweden ETF EWD Stock Holding History

Vontobel Swiss Wealth Advisors’s Portfolio EWD Stock Details EWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-8,510	Closed	-$262K	–	109
2019 Q2	$262K	Hold	8,510	–	–	0.14%	108
2019 Q1	$245K	Sell	8,510 -168,402	-95%	-$5.01M	0.27%	50
2018 Q4	$4.87M	Sell	176,912 -23,362	-12%	-$685K	3.62%	6
2018 Q3	$6.34M	Sell	200,274 -6,743	-3%	-$214K	3.72%	8
2018 Q2	$6.32M	Buy	207,017 +6,871	+3%	+$226K	3.58%	9
2018 Q1	$6.7M	Buy	200,146 +5,240	+3%	+$182K	3.54%	9
2017 Q4	$6.32M	Sell	194,906 -2,076	-1%	-$72.6K	3.72%	10
2017 Q3	$6.76M	Sell	196,982 -744	-0.4%	-$25.7K	4.12%	8
2017 Q2	$6.71M	Sell	197,726 -11,599	-6%	-$385K	4.26%	8
2017 Q1	$6.61M	Buy	+209,325	New	+$6.38M	3.58%	9

Other funds holding EWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's EWD Position: Q3 2019 in Review

Vontobel Swiss Wealth Advisors sold out of iShares MSCI Sweden ETF (EWD) in Q3 2019, closing a stake of 8,510 shares — an estimated $262K sold.

Vontobel Swiss Wealth Advisors first reported a position in EWD in Q1 2017 and held it in 10 quarters. The position peaked at $6.76M in Q3 2017. 64 funds tracked by Wall St. Rank hold EWD as of Q3 2019.

Vontobel Swiss Wealth Advisors reported no remaining iShares MSCI Sweden ETF position as of Q3 2019 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 8,510 iShares MSCI Sweden ETF shares in Q3 2019, an estimated $262K.
Vontobel Swiss Wealth Advisors first reported a position in iShares MSCI Sweden ETF in Q1 2017 and held it in 10 quarters.
Vontobel Swiss Wealth Advisors's iShares MSCI Sweden ETF position peaked at $6.76M in Q3 2017.
64 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q3 2019.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q3 2019, filed 25 Oct 2019.