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Concert Wealth Management’s iShares China Large-Cap ETF FXI Stock Holding History

Concert Wealth Management’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
2017
Q2 		– Sell
-7,233
Closed -$251K – 253
2017
Q1 		$251K Hold
7,233
– – 0.06% 395
2016
Q4 		$251K Buy
7,233
+580
+9% +$21.4K 0.06% 400
2016
Q3 		$256K Sell
6,653
-760
-10% -$27.9K 0.03% 544
2016
Q2 		$254K Buy
7,413
+357
+5% +$11.9K 0.03% 523
2016
Q1 		$240K Sell
7,056
-1,188
-14% -$37.3K 0.03% 535
2015
Q4 		$293K Buy
8,244
+17
+0.2% +$639 0.04% 480
2015
Q3 		$292K Sell
8,227
-993
-11% -$38.6K 0.04% 493
2015
Q2 		$428K Buy
9,220
+238
+3% +$11.8K 0.06% 398
2015
Q1 		$301K Buy
8,982
+752
+9% +$32K 0.09% 297
2014
Q4 		$339K Buy
8,230
+717
+10% +$28.3K 0.05% 416
2014
Q3 		$288K Sell
7,513
-121
-2% -$4.85K 0.04% 397
2014
Q2 		$267K Buy
7,634
+126
+2% +$4.57K 0.03% 441
2014
Q1 		$269K Sell
7,508
-77
-1% -$2.7K 0.03% 436
2013
Q4 		$293K Sell
7,585
-585
-7% -$22.3K 0.04% 386
2013
Q3 		$305K Sell
8,170
-2,645
-24% -$93.9K 0.04% 365
2013
Q2 		$350K Buy
+10,815
New +$389K 0.05% 298

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PC
Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Concert Wealth Management's FXI Position: Q2 2017 in Review

Concert Wealth Management sold out of iShares China Large-Cap ETF (FXI) in Q2 2017, closing a stake of 7,233 shares — an estimated $251K sold.

Concert Wealth Management first reported a position in FXI in Q2 2013 and held it in 16 quarters. The position peaked at $428K in Q2 2015. 237 funds tracked by Wall St. Rank hold FXI as of Q2 2017.

  • Concert Wealth Management reported no remaining iShares China Large-Cap ETF position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 7,233 iShares China Large-Cap ETF shares in Q2 2017, an estimated $251K.
  • Concert Wealth Management first reported a position in iShares China Large-Cap ETF in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's iShares China Large-Cap ETF position peaked at $428K in Q2 2015.
  • 237 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.