WRM
EWL icon

Westport Resources Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

Westport Resources Management’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
2014
Q2 		– Sell
-129
Closed -$4K – 1061
2014
Q1 		$4K Hold
129
– – ﹤0.01% 999
2013
Q4 		$4K Hold
129
– – ﹤0.01% 1045
2013
Q3 		$4K Sell
129
-484
-79% -$14.6K ﹤0.01% 1014
2013
Q2 		$18K Buy
+613
New +$18.3K 0.01% 719

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $590M AUM 77.57% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $103M AUM 13.88% 1-Year Est. Return

Westport Resources Management's EWL Position: Q2 2014 in Review

Westport Resources Management sold out of iShares MSCI Switzerland ETF (EWL) in Q2 2014, closing a stake of 129 shares — an estimated $4K sold.

Westport Resources Management first reported a position in EWL in Q2 2013 and held it in 4 quarters. The position peaked at $18K in Q2 2013. 127 funds tracked by Wall St. Rank hold EWL as of Q2 2014.

  • Westport Resources Management reported no remaining iShares MSCI Switzerland ETF position as of Q2 2014 after selling out during the quarter.
  • Westport Resources Management sold 129 iShares MSCI Switzerland ETF shares in Q2 2014, an estimated $4K.
  • Westport Resources Management first reported a position in iShares MSCI Switzerland ETF in Q2 2013 and held it in 4 quarters.
  • Westport Resources Management's iShares MSCI Switzerland ETF position peaked at $18K in Q2 2013.
  • 127 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2014.

Based on Westport Resources Management's 13F filing for Q2 2014, filed 31 Jul 2014.