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Choate Investment Advisors’s Matthews China Active ETF MCH Stock Holding History

Choate Investment Advisors’s Portfolio MCH Stock Details MCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-57,010
Closed -$1.17M – 428
2023
Q3 		$1.17M Sell
57,010
-675
-1% -$14.5K 0.05% 143
2023
Q2 		$1.2M Buy
57,685
+1,210
+2% +$26.7K 0.05% 124
2023
Q1 		$1.36M Sell
56,475
-45,070
-44% -$1.15M 0.07% 108
2022
Q4 		$2.45M Buy
+101,545
New +$2.2M 0.15% 73

Other funds holding MCH

KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $228M AUM 26.15% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Choate Investment Advisors's MCH Position: Q4 2023 in Review

Choate Investment Advisors sold out of Matthews China Active ETF (MCH) in Q4 2023, closing a stake of 57,010 shares — an estimated $1.17M sold.

Choate Investment Advisors first reported a position in MCH in Q4 2022 and held it in 4 quarters. The position peaked at $2.45M in Q4 2022. 17 funds tracked by Wall St. Rank hold MCH as of Q4 2023.

  • Choate Investment Advisors reported no remaining Matthews China Active ETF position as of Q4 2023 after selling out during the quarter.
  • Choate Investment Advisors sold 57,010 Matthews China Active ETF shares in Q4 2023, an estimated $1.17M.
  • Choate Investment Advisors first reported a position in Matthews China Active ETF in Q4 2022 and held it in 4 quarters.
  • Choate Investment Advisors's Matthews China Active ETF position peaked at $2.45M in Q4 2022.
  • 17 funds tracked by Wall St. Rank held Matthews China Active ETF as of Q4 2023.

Based on Choate Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.