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CAL
Capital Analysts LLC’s
iShares China Large-Cap ETF
FXI
Stock Holding History
Capital Analysts LLC’s Portfolio
FXI Stock Details
FXI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q1
–
Sell
-2,745
Closed
-$95K
–
347
2016
Q4
$95K
Sell
2,745
-100
-4%
-$3.68K
0.02%
224
2016
Q3
$108K
Buy
2,845
+700
+33%
+$25.7K
0.02%
204
2016
Q2
$73.4K
Hold
2,145
–
–
0.01%
234
2016
Q1
$72.4K
Hold
2,145
–
–
0.01%
237
2015
Q4
$75.7K
Sell
2,145
-280
-12%
-$10.5K
0.02%
239
2015
Q3
$86K
Hold
2,425
–
–
0.02%
240
2015
Q2
$112K
Buy
2,425
+100
+4%
+$4.95K
0.02%
204
2015
Q1
$103K
Buy
2,325
+865
+59%
+$36.8K
0.02%
200
2014
Q4
$60.8K
Buy
1,460
+610
+72%
+$24.1K
0.01%
236
2014
Q3
$32.5K
Hold
850
–
–
0.01%
278
2014
Q2
$31.5K
Buy
850
+500
+143%
+$18.1K
0.01%
271
2014
Q1
$12.5K
Hold
350
–
–
﹤0.01%
304
2013
Q4
$13.4K
Buy
+350
New
+$13.4K
﹤0.01%
284
Other funds holding FXI
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
CA
Commerzbank Aktiengesellschaft
Frankfurt, Germany
$4.78B AUM
25.31%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Citigroup
New York
$235B AUM
32.99%
1-Year Est. Return
GPC
Glen Point Capital
London, United Kingdom
$4.04M AUM
20.17%
1-Year Est. Return
QIM
Quantitative Investment Management
Charlottesville, Virginia
$963M AUM
12.95%
1-Year Est. Return
SG Americas Securities
New York
$92.9B AUM
36.98%
1-Year Est. Return
CS
Credit Suisse
Zurich, Switzerland
$104B AUM
34.76%
1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva, Israel
$11.5B AUM
52.5%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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