BFO
FXI icon

Boston Family Office’s iShares China Large-Cap ETF FXI Stock Holding History

Boston Family Office’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
Q2 		– Sell
-6,815
Closed -$303K – 259
2015
Q1 		$303K Sell
6,815
-60
-0.9% -$2.56K 0.04% 220
2014
Q4 		$286K Hold
6,875
– – 0.04% 230
2014
Q3 		$263K Hold
6,875
– – 0.03% 235
2014
Q2 		$255K Hold
6,875
– – 0.03% 242
2014
Q1 		$246K Sell
6,875
-3,000
-30% -$105K 0.03% 243
2013
Q4 		$379K Hold
9,875
– – 0.05% 210
2013
Q3 		$366K Hold
9,875
– – 0.05% 209
2013
Q2 		$321K Buy
+9,875
New +$356K 0.05% 214

Other funds holding FXI

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Boston Family Office's FXI Position: Q2 2015 in Review

Boston Family Office sold out of iShares China Large-Cap ETF (FXI) in Q2 2015, closing a stake of 6,815 shares — an estimated $303K sold.

Boston Family Office first reported a position in FXI in Q2 2013 and held it in 8 quarters. The position peaked at $379K in Q4 2013. 368 funds tracked by Wall St. Rank hold FXI as of Q2 2015.

  • Boston Family Office reported no remaining iShares China Large-Cap ETF position as of Q2 2015 after selling out during the quarter.
  • Boston Family Office sold 6,815 iShares China Large-Cap ETF shares in Q2 2015, an estimated $303K.
  • Boston Family Office first reported a position in iShares China Large-Cap ETF in Q2 2013 and held it in 8 quarters.
  • Boston Family Office's iShares China Large-Cap ETF position peaked at $379K in Q4 2013.
  • 368 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2015.

Based on Boston Family Office's 13F filing for Q2 2015, filed 7 Aug 2015.