Catamount Wealth Management’s iShares China Large-Cap ETF FXI Stock Holding History

Catamount Wealth 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
2018 Q3	–	Sell	-400	Closed	-$17K	–	191
2018 Q2	$17K	Hold	400	–	–	0.01%	122
2018 Q1	$19K	Hold	400	–	–	0.01%	117
2017 Q4	$18K	Hold	400	–	–	0.01%	119
2017 Q3	$18K	Hold	400	–	–	0.01%	122
2017 Q2	$16K	Hold	400	–	–	0.01%	125
2017 Q1	$15K	Buy	+400	New	+$15.1K	0.01%	122
2015 Q3	–	Sell	-4	Closed	–	–	164
2015 Q2	$0	Hold	4	–	–	﹤0.01%	206
2015 Q1	$0	Buy	+4	New	+$170	﹤0.01%	174

Other funds holding FXI

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

GPC

Glen Point Capital London, United Kingdom $4.04M AUM 20.17% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Catamount Wealth Management's FXI Position: Q3 2018 in Review

Catamount Wealth Management sold out of iShares China Large-Cap ETF (FXI) in Q3 2018, closing a stake of 400 shares — an estimated $17K sold.

Catamount Wealth Management first reported a position in FXI in Q1 2015 and held it in 8 quarters. The position peaked at $19K in Q1 2018. 276 funds tracked by Wall St. Rank hold FXI as of Q3 2018.

Catamount Wealth Management reported no remaining iShares China Large-Cap ETF position as of Q3 2018 after selling out during the quarter.
Catamount Wealth Management sold 400 iShares China Large-Cap ETF shares in Q3 2018, an estimated $17K.
Catamount Wealth Management first reported a position in iShares China Large-Cap ETF in Q1 2015 and held it in 8 quarters.
Catamount Wealth Management's iShares China Large-Cap ETF position peaked at $19K in Q1 2018.
276 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q3 2018.

Based on Catamount Wealth Management's 13F filing for Q3 2018, filed 13 Nov 2018.