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Carroll Financial Associates’s Global X MSCI China Consumer Discretionary ETF CHIQ Stock Holding History

Carroll Financial Associates’s Portfolio CHIQ Stock Details CHIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-3,000
Closed – – 802
2013
Q2 		$0 Buy
+3,000
New +$42.3K ﹤0.01% 623

Other funds holding CHIQ

PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carroll Financial Associates's CHIQ Position: Q3 2013 in Review

Carroll Financial Associates sold out of Global X MSCI China Consumer Discretionary ETF (CHIQ) in Q3 2013, closing a stake of 3,000 shares.

Carroll Financial Associates first reported a position in CHIQ in Q2 2013 and held it in 1 quarter. The position peaked at $0 in Q2 2013. 27 funds tracked by Wall St. Rank hold CHIQ as of Q3 2013.

  • Carroll Financial Associates reported no remaining Global X MSCI China Consumer Discretionary ETF position as of Q3 2013 after selling out during the quarter.
  • Carroll Financial Associates sold 3,000 Global X MSCI China Consumer Discretionary ETF shares in Q3 2013.
  • Carroll Financial Associates first reported a position in Global X MSCI China Consumer Discretionary ETF in Q2 2013 and held it in 1 quarter.
  • Carroll Financial Associates's Global X MSCI China Consumer Discretionary ETF position peaked at $0 in Q2 2013.
  • 27 funds tracked by Wall St. Rank held Global X MSCI China Consumer Discretionary ETF as of Q3 2013.

Based on Carroll Financial Associates's 13F filing for Q3 2013, filed 14 Nov 2013.