Vontobel Swiss Wealth Advisors’s iShares MSCI Spain ETF EWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-9,050	Closed	-$240K	–	74
2016 Q4	$240K	Sell	9,050 -1,380	-13%	-$36.4K	0.15%	63
2016 Q3	$280K	Buy	+10,430	New	+$273K	0.15%	63
2016 Q2	–	Sell	-121,606	Closed	-$3.31M	–	77
2016 Q1	$3.31M	Sell	121,606 -54,194	-31%	-$1.42M	1.76%	21
2015 Q4	$4.97M	Buy	175,800 +4,352	+3%	+$134K	2.93%	8
2015 Q3	$4.97M	Sell	171,448 -30,388	-15%	-$992K	3.41%	10
2015 Q2	$6.08M	Buy	201,836 +43,001	+27%	+$1.52M	4.07%	10
2015 Q1	$5.52M	Buy	158,835 +4,900	+3%	+$165K	3.76%	9
2014 Q4	$5.33M	Buy	+153,935	New	+$5.7M	3.9%	9

Other funds holding EWP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

AII

AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's EWP Position: Q1 2017 in Review

Vontobel Swiss Wealth Advisors sold out of iShares MSCI Spain ETF (EWP) in Q1 2017, closing a stake of 9,050 shares — an estimated $240K sold.

Vontobel Swiss Wealth Advisors first reported a position in EWP in Q4 2014 and held it in 8 quarters. The position peaked at $6.08M in Q2 2015. 84 funds tracked by Wall St. Rank hold EWP as of Q1 2017.

Vontobel Swiss Wealth Advisors reported no remaining iShares MSCI Spain ETF position as of Q1 2017 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 9,050 iShares MSCI Spain ETF shares in Q1 2017, an estimated $240K.
Vontobel Swiss Wealth Advisors first reported a position in iShares MSCI Spain ETF in Q4 2014 and held it in 8 quarters.
Vontobel Swiss Wealth Advisors's iShares MSCI Spain ETF position peaked at $6.08M in Q2 2015.
84 funds tracked by Wall St. Rank held iShares MSCI Spain ETF as of Q1 2017.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2017, filed 12 May 2017.