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Vontobel Swiss Wealth Advisors’s iShares MSCI Global Gold Miners ETF RING Stock Holding History

Vontobel Swiss Wealth Advisors’s Portfolio RING Stock Details RING Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-150
Closed -$2K – 93
2014
Q4 		$2K Buy
+150
New +$2.38K ﹤0.01% 114

Other funds holding RING

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

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

Vontobel Swiss Wealth Advisors sold out of iShares MSCI Global Gold Miners ETF (RING) in Q1 2015, closing a stake of 150 shares — an estimated $2K sold.

Vontobel Swiss Wealth Advisors first reported a position in RING in Q4 2014 and held it in 1 quarter. The position peaked at $2K in Q4 2014. 29 funds tracked by Wall St. Rank hold RING as of Q1 2015.

  • Vontobel Swiss Wealth Advisors reported no remaining iShares MSCI Global Gold Miners ETF position as of Q1 2015 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 150 iShares MSCI Global Gold Miners ETF shares in Q1 2015, an estimated $2K.
  • Vontobel Swiss Wealth Advisors first reported a position in iShares MSCI Global Gold Miners ETF in Q4 2014 and held it in 1 quarter.
  • Vontobel Swiss Wealth Advisors's iShares MSCI Global Gold Miners ETF position peaked at $2K in Q4 2014.
  • 29 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q1 2015.

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