Apriem Advisors’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Apriem Advisors’s Portfolio KWEB Stock Details KWEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-5,275	Closed	-$218K	–	139
2019 Q3	$218K	Buy	5,275 +250	+5%	+$10.6K	0.05%	115
2019 Q2	$221K	Buy	+5,025	New	+$226K	0.07%	122
2018 Q2	–	Sell	-5,750	Closed	-$353K	–	437
2018 Q1	$353K	Buy	+5,750	New	+$369K	0.09%	87

Other funds holding KWEB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GPC

Glen Point Capital London, United Kingdom $4.04M AUM 20.17% 1-Year Est. Return

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Apriem Advisors's KWEB Position: Q4 2019 in Review

Apriem Advisors sold out of KraneShares CSI China Internet ETF (KWEB) in Q4 2019, closing a stake of 5,275 shares — an estimated $218K sold.

Apriem Advisors first reported a position in KWEB in Q1 2018 and held it in 3 quarters. The position peaked at $353K in Q1 2018. 151 funds tracked by Wall St. Rank hold KWEB as of Q4 2019.

Apriem Advisors reported no remaining KraneShares CSI China Internet ETF position as of Q4 2019 after selling out during the quarter.
Apriem Advisors sold 5,275 KraneShares CSI China Internet ETF shares in Q4 2019, an estimated $218K.
Apriem Advisors first reported a position in KraneShares CSI China Internet ETF in Q1 2018 and held it in 3 quarters.
Apriem Advisors's KraneShares CSI China Internet ETF position peaked at $353K in Q1 2018.
151 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q4 2019.

Based on Apriem Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.