Blue Bell Private Wealth Management’s State Street SPDR S&P China ETF GXC Stock Holding History

Blue Bell Private Wealth Management’s Portfolio GXC Stock Details GXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-78	Closed	-$7K	–	199
2019 Q3	$7K	Hold	78	–	–	﹤0.01%	164
2019 Q2	$7K	Hold	78	–	–	﹤0.01%	165
2019 Q1	$8K	Hold	78	–	–	﹤0.01%	161
2018 Q4	$7K	Hold	78	–	–	﹤0.01%	175
2018 Q3	$8K	Hold	78	–	–	﹤0.01%	177
2018 Q2	$8K	Sell	78 -6	-7%	-$663	﹤0.01%	174
2018 Q1	$9K	Buy	84 +6	+8%	+$687	﹤0.01%	178
2017 Q4	$8K	Hold	78	–	–	﹤0.01%	185
2017 Q3	$8K	Sell	78 -6	-7%	-$587	﹤0.01%	187
2017 Q2	$7K	Buy	84 +6	+8%	+$516	﹤0.01%	193
2017 Q1	$6K	Sell	78 -6	-7%	-$476	﹤0.01%	198
2016 Q4	$7K	Hold	84	–	–	﹤0.01%	207
2016 Q3	$7K	Hold	84	–	–	﹤0.01%	368
2016 Q2	$6K	Hold	84	–	–	﹤0.01%	382
2016 Q1	$6K	Hold	84	–	–	﹤0.01%	386
2015 Q4	$6K	Hold	84	–	–	﹤0.01%	395
2015 Q3	$6K	Hold	84	–	–	﹤0.01%	395
2015 Q2	$7K	Hold	84	–	–	﹤0.01%	383
2015 Q1	$7K	Sell	84 -78	-48%	-$6.32K	﹤0.01%	379
2014 Q4	$12K	Sell	162 -100	-38%	-$7.83K	0.01%	362
2014 Q3	$20K	Buy	+262	New	+$21K	0.01%	344

Other funds holding GXC

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

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

SIC

Starr International Company Zug, Switzerland $19.9M AUM 39.69% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

Blue Bell Private Wealth Management's GXC Position: Q4 2019 in Review

Blue Bell Private Wealth Management sold out of State Street SPDR S&P China ETF (GXC) in Q4 2019, closing a stake of 78 shares — an estimated $7K sold.

Blue Bell Private Wealth Management first reported a position in GXC in Q3 2014 and held it in 21 quarters. The position peaked at $20K in Q3 2014. 126 funds tracked by Wall St. Rank hold GXC as of Q4 2019.

Blue Bell Private Wealth Management reported no remaining State Street SPDR S&P China ETF position as of Q4 2019 after selling out during the quarter.
Blue Bell Private Wealth Management sold 78 State Street SPDR S&P China ETF shares in Q4 2019, an estimated $7K.
Blue Bell Private Wealth Management first reported a position in State Street SPDR S&P China ETF in Q3 2014 and held it in 21 quarters.
Blue Bell Private Wealth Management's State Street SPDR S&P China ETF position peaked at $20K in Q3 2014.
126 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q4 2019.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2019, filed 22 Jan 2020.