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Barry Investment Advisors’s Kraneshares MSCI One Belt One Road Index ETF OBOR Stock Holding History

Barry Investment Advisors’s Portfolio OBOR Stock Details OBOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-7,167
Closed -$221K – 131
2021
Q3 		$221K Sell
7,167
-228
-3% -$7K 0.06% 109
2021
Q2 		$224K Hold
7,395
– – 0.06% 107
2021
Q1 		$215K Buy
+7,395
New +$213K 0.06% 104

Other funds holding OBOR

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DFC
DBK Financial Counsel Cuyahoga Falls, Ohio $119M AUM 22.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

Barry Investment Advisors's OBOR Position: Q4 2021 in Review

Barry Investment Advisors sold out of Kraneshares MSCI One Belt One Road Index ETF (OBOR) in Q4 2021, closing a stake of 7,167 shares — an estimated $221K sold.

Barry Investment Advisors first reported a position in OBOR in Q1 2021 and held it in 3 quarters. The position peaked at $224K in Q2 2021. 9 funds tracked by Wall St. Rank hold OBOR as of Q4 2021.

  • Barry Investment Advisors reported no remaining Kraneshares MSCI One Belt One Road Index ETF position as of Q4 2021 after selling out during the quarter.
  • Barry Investment Advisors sold 7,167 Kraneshares MSCI One Belt One Road Index ETF shares in Q4 2021, an estimated $221K.
  • Barry Investment Advisors first reported a position in Kraneshares MSCI One Belt One Road Index ETF in Q1 2021 and held it in 3 quarters.
  • Barry Investment Advisors's Kraneshares MSCI One Belt One Road Index ETF position peaked at $224K in Q2 2021.
  • 9 funds tracked by Wall St. Rank held Kraneshares MSCI One Belt One Road Index ETF as of Q4 2021.

Based on Barry Investment Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.