Cobiz Wealth’s iShares MSCI China ETF MCHI Stock Holding History

Cobiz Wealth’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
2013 Q3	–	Sell	-262	Closed	-$11K	–	263
2013 Q2	$11K	Buy	+262	New	+$11.7K	﹤0.01%	264

Other funds holding MCHI

Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AII

AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

AGA

Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RIG

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Cobiz Wealth's MCHI Position: Q3 2013 in Review

Cobiz Wealth sold out of iShares MSCI China ETF (MCHI) in Q3 2013, closing a stake of 262 shares — an estimated $11K sold.

Cobiz Wealth first reported a position in MCHI in Q2 2013 and held it in 1 quarter. The position peaked at $11K in Q2 2013. 51 funds tracked by Wall St. Rank hold MCHI as of Q3 2013.

Cobiz Wealth reported no remaining iShares MSCI China ETF position as of Q3 2013 after selling out during the quarter.
Cobiz Wealth sold 262 iShares MSCI China ETF shares in Q3 2013, an estimated $11K.
Cobiz Wealth first reported a position in iShares MSCI China ETF in Q2 2013 and held it in 1 quarter.
Cobiz Wealth's iShares MSCI China ETF position peaked at $11K in Q2 2013.
51 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.