Beaumont Financial Advisors’s iShares China Large-Cap ETF FXI Stock Holding History

Beaumont Financial 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
2020 Q3	–	Sell	-36,602	Closed	-$1.45M	–	311
2020 Q2	$1.45M	Buy	+36,602	New	+$1.43M	0.15%	107
2019 Q1	–	Sell	-42,161	Closed	-$1.65M	–	237
2018 Q4	$1.65M	Buy	+42,161	New	+$1.7M	0.27%	58
2018 Q3	–	Sell	-11,550	Closed	-$496K	–	232
2018 Q2	$496K	Sell	11,550 -67,625	-85%	-$3.16M	0.05%	134
2018 Q1	$3.74M	Buy	+79,175	New	+$3.89M	0.42%	56

Other funds holding FXI

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

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

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

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Beaumont Financial Advisors's FXI Position: Q3 2020 in Review

Beaumont Financial Advisors sold out of iShares China Large-Cap ETF (FXI) in Q3 2020, closing a stake of 36,602 shares — an estimated $1.45M sold.

Beaumont Financial Advisors first reported a position in FXI in Q1 2018 and held it in 4 quarters. The position peaked at $3.74M in Q1 2018. 264 funds tracked by Wall St. Rank hold FXI as of Q3 2020.

Beaumont Financial Advisors reported no remaining iShares China Large-Cap ETF position as of Q3 2020 after selling out during the quarter.
Beaumont Financial Advisors sold 36,602 iShares China Large-Cap ETF shares in Q3 2020, an estimated $1.45M.
Beaumont Financial Advisors first reported a position in iShares China Large-Cap ETF in Q1 2018 and held it in 4 quarters.
Beaumont Financial Advisors's iShares China Large-Cap ETF position peaked at $3.74M in Q1 2018.
264 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q3 2020.

Based on Beaumont Financial Advisors's 13F filing for Q3 2020, filed 2 Nov 2020.