Cavalier Investments’s iShares MSCI China ETF MCHI Stock Holding History

Cavalier Investments’s Portfolio MCHI Stock Details MCHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-41,987	Closed	-$2.35M	–	141
2019 Q3	$2.35M	Buy	41,987 +7,308	+21%	+$421K	1.02%	31
2019 Q2	$2.06M	Buy	34,679 +706	+2%	+$42.4K	0.86%	35
2019 Q1	$2.12M	Buy	+33,973	New	+$2M	0.87%	31

Other funds holding MCHI

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

Cavalier Investments's MCHI Position: Q4 2019 in Review

Cavalier Investments sold out of iShares MSCI China ETF (MCHI) in Q4 2019, closing a stake of 41,987 shares — an estimated $2.35M sold.

Cavalier Investments first reported a position in MCHI in Q1 2019 and held it in 3 quarters. The position peaked at $2.35M in Q3 2019. 194 funds tracked by Wall St. Rank hold MCHI as of Q4 2019.

Cavalier Investments reported no remaining iShares MSCI China ETF position as of Q4 2019 after selling out during the quarter.
Cavalier Investments sold 41,987 iShares MSCI China ETF shares in Q4 2019, an estimated $2.35M.
Cavalier Investments first reported a position in iShares MSCI China ETF in Q1 2019 and held it in 3 quarters.
Cavalier Investments's iShares MSCI China ETF position peaked at $2.35M in Q3 2019.
194 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2019.

Based on Cavalier Investments's 13F filing for Q4 2019, filed 6 Feb 2020.