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Vontobel Swiss Wealth Advisors’s iShares MSCI Germany ETF EWG Stock Holding History

Vontobel Swiss Wealth Advisors’s Portfolio EWG Stock Details EWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-246,279
Closed -$6.08M – 65
2018
Q4 		$6.08M Sell
246,279
-32,175
-12% -$870K 4.52% 5
2018
Q3 		$8M Sell
278,454
-26,950
-9% -$817K 4.69% 4
2018
Q2 		$9.16M Sell
305,404
-44,645
-13% -$1.44M 5.2% 3
2018
Q1 		$11.2M Sell
350,049
-11,846
-3% -$394K 5.92% 2
2017
Q4 		$11.4M Sell
361,895
-30,169
-8% -$994K 6.69% 1
2017
Q3 		$12.1M Sell
392,064
-3,368
-0.9% -$105K 7.39% 1
2017
Q2 		$12M Buy
395,432
+43,487
+12% +$1.31M 7.61% 1
2017
Q1 		$10.1M Buy
351,945
+241,512
+219% +$6.68M 5.48% 4
2016
Q4 		$2.92M Sell
110,433
-13,752
-11% -$354K 1.8% 19
2016
Q3 		$3.26M Buy
124,185
+360
+0.3% +$9.23K 1.75% 20
2016
Q2 		$2.68M Buy
123,825
+9,025
+8% +$231K 1.59% 24
2016
Q1 		$2.95M Buy
+114,800
New +$2.8M 1.57% 27

Other funds holding EWG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's EWG Position: Q1 2019 in Review

Vontobel Swiss Wealth Advisors sold out of iShares MSCI Germany ETF (EWG) in Q1 2019, closing a stake of 246,279 shares — an estimated $6.08M sold.

Vontobel Swiss Wealth Advisors first reported a position in EWG in Q1 2016 and held it in 12 quarters. The position peaked at $12.1M in Q3 2017. 181 funds tracked by Wall St. Rank hold EWG as of Q1 2019.

  • Vontobel Swiss Wealth Advisors reported no remaining iShares MSCI Germany ETF position as of Q1 2019 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 246,279 iShares MSCI Germany ETF shares in Q1 2019, an estimated $6.08M.
  • Vontobel Swiss Wealth Advisors first reported a position in iShares MSCI Germany ETF in Q1 2016 and held it in 12 quarters.
  • Vontobel Swiss Wealth Advisors's iShares MSCI Germany ETF position peaked at $12.1M in Q3 2017.
  • 181 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q1 2019.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2019, filed 2 May 2019.