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Blue Bell Private Wealth Management’s iShares China Large-Cap ETF FXI Stock Holding History

Blue Bell Private Wealth Management’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 		– Sell
-300
Closed -$11K – 447
2015
Q3 		$11K Sell
300
-400
-57% -$15.5K 0.01% 360
2015
Q2 		$32K Sell
700
-1,250
-64% -$61.9K 0.02% 268
2015
Q1 		$86K Hold
1,950
– – 0.05% 156
2014
Q4 		$81K Hold
1,950
– – 0.05% 183
2014
Q3 		$75K Buy
1,950
+1,550
+388% +$62.1K 0.05% 193
2014
Q2 		$15K Hold
400
– – 0.01% 337
2014
Q1 		$14K Hold
400
– – 0.01% 323
2013
Q4 		$15K Buy
+400
New +$15.3K 0.01% 337

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PPFA
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JP Morgan Chase
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Susquehanna International Group
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UBS Group
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Morgan Stanley
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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