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Advisory Services Network’s Matthews China Active ETF MCH Stock Holding History

Advisory Services Network’s Portfolio MCH Stock Details MCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-14
Closed -$267 – 2751
2023
Q4 		$267 Buy
+14
New +$273 ﹤0.01% 3698
2023
Q2 		– Sell
-10
Closed -$241 – 2726
2023
Q1 		$241 Buy
+10
New +$255 ﹤0.01% 3822

Other funds holding MCH

KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Advisory Services Network's MCH Position: Q1 2024 in Review

Advisory Services Network sold out of Matthews China Active ETF (MCH) in Q1 2024, closing a stake of 14 shares — an estimated $267 sold.

Advisory Services Network first reported a position in MCH in Q1 2023 and held it in 2 quarters. The position peaked at $267 in Q4 2023. 12 funds tracked by Wall St. Rank hold MCH as of Q1 2024.

  • Advisory Services Network reported no remaining Matthews China Active ETF position as of Q1 2024 after selling out during the quarter.
  • Advisory Services Network sold 14 Matthews China Active ETF shares in Q1 2024, an estimated $267.
  • Advisory Services Network first reported a position in Matthews China Active ETF in Q1 2023 and held it in 2 quarters.
  • Advisory Services Network's Matthews China Active ETF position peaked at $267 in Q4 2023.
  • 12 funds tracked by Wall St. Rank held Matthews China Active ETF as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.