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Wealthspire Advisors (Maryland)’s iShares MSCI Switzerland ETF EWL Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio EWL Stock Details EWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-83
Closed -$2K – 1724
2016
Q1 		$2K Hold
83
– – ﹤0.01% 1524
2015
Q4 		$3K Buy
+83
New +$2.6K ﹤0.01% 1452

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UBS Group
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PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EWL Position: Q2 2016 in Review

Wealthspire Advisors (Maryland) sold out of iShares MSCI Switzerland ETF (EWL) in Q2 2016, closing a stake of 83 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in EWL in Q4 2015 and held it in 2 quarters. The position peaked at $3K in Q4 2015. 120 funds tracked by Wall St. Rank hold EWL as of Q2 2016.

  • Wealthspire Advisors (Maryland) reported no remaining iShares MSCI Switzerland ETF position as of Q2 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 83 iShares MSCI Switzerland ETF shares in Q2 2016, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares MSCI Switzerland ETF in Q4 2015 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s iShares MSCI Switzerland ETF position peaked at $3K in Q4 2015.
  • 120 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2016, filed 12 Aug 2016.