Cavalier Investments’s iShares China Large-Cap ETF FXI Stock Holding History

Cavalier Investments’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
2019 Q1	–	Sell	-13,600	Closed	-$531K	–	136
2018 Q4	$531K	Buy	+13,600	New	+$549K	0.17%	97
2018 Q2	–	Sell	-72,708	Closed	-$3.44M	–	170
2018 Q1	$3.44M	Buy	+72,708	New	+$3.57M	1.21%	14

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

CHP

Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return

Cavalier Investments's FXI Position: Q1 2019 in Review

Cavalier Investments sold out of iShares China Large-Cap ETF (FXI) in Q1 2019, closing a stake of 13,600 shares — an estimated $531K sold.

Cavalier Investments first reported a position in FXI in Q1 2018 and held it in 2 quarters. The position peaked at $3.44M in Q1 2018. 329 funds tracked by Wall St. Rank hold FXI as of Q1 2019.

Cavalier Investments reported no remaining iShares China Large-Cap ETF position as of Q1 2019 after selling out during the quarter.
Cavalier Investments sold 13,600 iShares China Large-Cap ETF shares in Q1 2019, an estimated $531K.
Cavalier Investments first reported a position in iShares China Large-Cap ETF in Q1 2018 and held it in 2 quarters.
Cavalier Investments's iShares China Large-Cap ETF position peaked at $3.44M in Q1 2018.
329 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2019.

Based on Cavalier Investments's 13F filing for Q1 2019, filed 3 May 2019.