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Atherton Lane Advisers’s iShares China Large-Cap ETF FXI Stock Holding History

Atherton Lane Advisers’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
Q4 		$838K Buy
23,751
+16,633
+234% +$625K 0.05% 111
2015
Q3 		$252K Hold
7,118
– – 0.02% 198
2015
Q2 		$328K Sell
7,118
-25
-0.3% -$1.24K 0.02% 179
2015
Q1 		$317K Sell
7,143
-863
-11% -$36.7K 0.02% 207
2014
Q4 		$333K Buy
8,006
+2,100
+36% +$83K 0.02% 214
2014
Q3 		$226K Buy
5,906
+3
+0.1% +$120 0.01% 243
2014
Q2 		$219K Sell
5,903
-595
-9% -$21.6K 0.01% 258
2014
Q1 		$233K Sell
6,498
-185
-3% -$6.48K 0.01% 141
2013
Q4 		$256K Sell
6,683
-2,700
-29% -$103K 0.02% 132
2013
Q3 		$348K Sell
9,383
-1,842
-16% -$65.4K 0.02% 103
2013
Q2 		$365K Buy
+11,225
New +$404K 0.03% 102

Other funds holding FXI

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return