Bridgewater Wealth & Financial Management’s iShares China Large-Cap ETF FXI Stock Holding History

Bridgewater Wealth & Financial 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
2017 Q3	–	Sell	-6,600	Closed	-$262K	–	61
2017 Q2	$262K	Hold	6,600	–	–	0.09%	99
2017 Q1	$254K	Hold	6,600	–	–	0.09%	94
2016 Q4	$229K	Hold	6,600	–	–	0.09%	98
2016 Q3	$251K	Sell	6,600 -90	-1%	-$3.3K	0.09%	93
2016 Q2	$229K	Hold	6,690	–	–	0.08%	101
2016 Q1	$226K	Hold	6,690	–	–	0.08%	103
2015 Q4	$236K	Hold	6,690	–	–	0.09%	79
2015 Q3	$237K	Sell	6,690 -300	-4%	-$11.7K	0.1%	79
2015 Q2	$322K	Sell	6,990 -150	-2%	-$7.43K	0.14%	60
2015 Q1	$317K	Sell	7,140 -1,600	-18%	-$68.1K	0.14%	62
2014 Q4	$364K	Buy	+8,740	New	+$345K	0.15%	75

Other funds holding FXI

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

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

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

Citigroup New York $303B AUM 53.02% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Bridgewater Wealth & Financial Management's FXI Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of iShares China Large-Cap ETF (FXI) in Q3 2017, closing a stake of 6,600 shares — an estimated $262K sold.

Bridgewater Wealth & Financial Management first reported a position in FXI in Q4 2014 and held it in 11 quarters. The position peaked at $364K in Q4 2014. 234 funds tracked by Wall St. Rank hold FXI as of Q3 2017.

Bridgewater Wealth & Financial Management reported no remaining iShares China Large-Cap ETF position as of Q3 2017 after selling out during the quarter.
Bridgewater Wealth & Financial Management sold 6,600 iShares China Large-Cap ETF shares in Q3 2017, an estimated $262K.
Bridgewater Wealth & Financial Management first reported a position in iShares China Large-Cap ETF in Q4 2014 and held it in 11 quarters.
Bridgewater Wealth & Financial Management's iShares China Large-Cap ETF position peaked at $364K in Q4 2014.
234 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.