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Alterna Wealth Management’s iShares MSCI China ETF MCHI Stock Holding History

Alterna Wealth Management’s Portfolio MCHI Stock Details MCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-19,928
Closed -$1.24M – 103
2019
Q1 		$1.24M Buy
19,928
+2,020
+11% +$119K 1.05% 37
2018
Q4 		$942K Buy
+17,908
New +$984K 0.15% 104

Other funds holding MCHI

RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Alterna Wealth Management's MCHI Position: Q2 2019 in Review

Alterna Wealth Management sold out of iShares MSCI China ETF (MCHI) in Q2 2019, closing a stake of 19,928 shares — an estimated $1.24M sold.

Alterna Wealth Management first reported a position in MCHI in Q4 2018 and held it in 2 quarters. The position peaked at $1.24M in Q1 2019. 174 funds tracked by Wall St. Rank hold MCHI as of Q2 2019.

  • Alterna Wealth Management reported no remaining iShares MSCI China ETF position as of Q2 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 19,928 iShares MSCI China ETF shares in Q2 2019, an estimated $1.24M.
  • Alterna Wealth Management first reported a position in iShares MSCI China ETF in Q4 2018 and held it in 2 quarters.
  • Alterna Wealth Management's iShares MSCI China ETF position peaked at $1.24M in Q1 2019.
  • 174 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2019.

Based on Alterna Wealth Management's 13F filing for Q2 2019, filed 14 Aug 2019.