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

Baystate 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
Q4 		– Sell
-286
Closed -$16K – 646
2019
Q3 		$16K Sell
286
-544
-66% -$31.3K ﹤0.01% 311
2019
Q2 		$50K Buy
830
+5
+0.6% +$300 0.01% 212
2019
Q1 		$53K Buy
825
+284
+52% +$16.8K 0.01% 205
2018
Q4 		$31K Buy
541
+5
+0.9% +$275 ﹤0.01% 263
2018
Q3 		$29K Sell
536
-1
-0.2% -$61 0.01% 265
2018
Q2 		$34K Buy
537
+3
+0.6% +$205 0.01% 232
2018
Q1 		$35K Buy
+534
New +$37.9K 0.01% 229
2015
Q2 		– Sell
-8,357
Closed -$455K – 62
2015
Q1 		$455K Buy
8,357
+25
+0.3% +$1.29K 0.13% 32
2014
Q4 		$419K Sell
8,332
-5,419
-39% -$263K 0.13% 37
2014
Q3 		$652K Buy
13,751
+1,266
+10% +$62.9K 0.21% 32
2014
Q2 		$579K Sell
12,485
-241
-2% -$11K 0.19% 30
2014
Q1 		$573K Sell
12,726
-1,797
-12% -$80.1K 0.21% 29
2013
Q4 		$700K Buy
14,523
+991
+7% +$47.2K 0.29% 22
2013
Q3 		$623K Buy
13,532
+3,347
+33% +$147K 0.29% 22
2013
Q2 		$416K Buy
+10,185
New +$453K 0.2% 32

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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

Baystate Wealth Management's MCHI Position: Q4 2019 in Review

Baystate Wealth Management sold out of iShares MSCI China ETF (MCHI) in Q4 2019, closing a stake of 286 shares — an estimated $16K sold.

Baystate Wealth Management first reported a position in MCHI in Q2 2013 and held it in 15 quarters. The position peaked at $700K in Q4 2013. 194 funds tracked by Wall St. Rank hold MCHI as of Q4 2019.

  • Baystate Wealth Management reported no remaining iShares MSCI China ETF position as of Q4 2019 after selling out during the quarter.
  • Baystate Wealth Management sold 286 iShares MSCI China ETF shares in Q4 2019, an estimated $16K.
  • Baystate Wealth Management first reported a position in iShares MSCI China ETF in Q2 2013 and held it in 15 quarters.
  • Baystate Wealth Management's iShares MSCI China ETF position peaked at $700K in Q4 2013.
  • 194 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2019.

Based on Baystate Wealth Management's 13F filing for Q4 2019, filed 21 Jan 2020.