AmeriServ Wealth Advisors’s iShares China Large-Cap ETF FXI Stock Holding History

AmeriServ Wealth Advisors’s Portfolio FXI Stock Details FXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-400	Closed	-$18K	–	91
2015 Q2	$18K	Buy	+400	New	+$19.8K	0.02%	119
2014 Q2	–	Sell	-6,625	Closed	-$237K	–	124
2014 Q1	$237K	Sell	6,625 -7,905	-54%	-$277K	0.24%	111
2013 Q4	$558K	Sell	14,530 -600	-4%	-$22.9K	0.33%	94
2013 Q3	$561K	Sell	15,130 -650	-4%	-$23.1K	0.36%	85
2013 Q2	$513K	Buy	+15,780	New	+$568K	0.33%	87

Other funds holding FXI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

AmeriServ Wealth Advisors's FXI Position: Q3 2015 in Review

AmeriServ Wealth Advisors sold out of iShares China Large-Cap ETF (FXI) in Q3 2015, closing a stake of 400 shares — an estimated $18K sold.

AmeriServ Wealth Advisors first reported a position in FXI in Q2 2013 and held it in 5 quarters. The position peaked at $561K in Q3 2013. 281 funds tracked by Wall St. Rank hold FXI as of Q3 2015.

AmeriServ Wealth Advisors reported no remaining iShares China Large-Cap ETF position as of Q3 2015 after selling out during the quarter.
AmeriServ Wealth Advisors sold 400 iShares China Large-Cap ETF shares in Q3 2015, an estimated $18K.
AmeriServ Wealth Advisors first reported a position in iShares China Large-Cap ETF in Q2 2013 and held it in 5 quarters.
AmeriServ Wealth Advisors's iShares China Large-Cap ETF position peaked at $561K in Q3 2013.
281 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q3 2015.

Based on AmeriServ Wealth Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.