Capital Wealth Planning’s iShares China Large-Cap ETF FXI Stock Holding History

Capital Wealth Planning’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	-5,365	Closed	-$213K	–	169
2017 Q2	$213K	Hold	5,365	–	–	0.03%	96
2017 Q1	$206K	Buy	+5,365	New	+$202K	0.17%	68
2016 Q4	–	Sell	-5,365	Closed	-$204K	–	119
2016 Q3	$204K	Buy	+5,365	New	+$197K	0.16%	66
2015 Q3	–	Sell	-5,365	Closed	-$247K	–	110
2015 Q2	$247K	Hold	5,365	–	–	0.15%	93
2015 Q1	$238K	Hold	5,365	–	–	0.12%	98
2014 Q4	$223K	Hold	5,365	–	–	0.1%	101
2014 Q3	$205K	Buy	+5,365	New	+$215K	0.08%	114

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 $235B AUM 32.99% 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

Capital Wealth Planning's FXI Position: Q3 2017 in Review

Capital Wealth Planning sold out of iShares China Large-Cap ETF (FXI) in Q3 2017, closing a stake of 5,365 shares — an estimated $213K sold.

Capital Wealth Planning first reported a position in FXI in Q3 2014 and held it in 7 quarters. The position peaked at $247K in Q2 2015. 234 funds tracked by Wall St. Rank hold FXI as of Q3 2017.

Capital Wealth Planning reported no remaining iShares China Large-Cap ETF position as of Q3 2017 after selling out during the quarter.
Capital Wealth Planning sold 5,365 iShares China Large-Cap ETF shares in Q3 2017, an estimated $213K.
Capital Wealth Planning first reported a position in iShares China Large-Cap ETF in Q3 2014 and held it in 7 quarters.
Capital Wealth Planning's iShares China Large-Cap ETF position peaked at $247K in Q2 2015.
234 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q3 2017.

Based on Capital Wealth Planning's 13F filing for Q3 2017, filed 15 Nov 2017.