Chicago Partners Investment Group’s iShares China Large-Cap ETF FXI Stock Holding History

Chicago Partners Investment Group’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 Q4	–	Sell	-127	Closed	-$5K	–	546
2018 Q3	$5K	Buy	127 +27	+27%	+$1.14K	﹤0.01%	910
2018 Q2	$4K	Buy	+100	New	+$4.67K	﹤0.01%	886
2017 Q3	–	Sell	-5,200	Closed	-$180K	–	957
2017 Q2	$180K	Buy	+5,200	New	+$204K	0.05%	214

Other funds holding FXI

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

Chicago Partners Investment Group's FXI Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of iShares China Large-Cap ETF (FXI) in Q4 2018, closing a stake of 127 shares — an estimated $5K sold.

Chicago Partners Investment Group first reported a position in FXI in Q2 2017 and held it in 3 quarters. The position peaked at $180K in Q2 2017. 289 funds tracked by Wall St. Rank hold FXI as of Q4 2018.

Chicago Partners Investment Group reported no remaining iShares China Large-Cap ETF position as of Q4 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 127 iShares China Large-Cap ETF shares in Q4 2018, an estimated $5K.
Chicago Partners Investment Group first reported a position in iShares China Large-Cap ETF in Q2 2017 and held it in 3 quarters.
Chicago Partners Investment Group's iShares China Large-Cap ETF position peaked at $180K in Q2 2017.
289 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.