Cooper Financial Group’s iShares MSCI China ETF MCHI Stock Holding History

Cooper Financial Group’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
2020 Q1	–	Sell	-7,108	Closed	-$456K	–	170
2019 Q4	$456K	Buy	7,108 +354	+5%	+$21.2K	0.18%	79
2019 Q3	$379K	Buy	6,754 +350	+5%	+$20.1K	0.17%	84
2019 Q2	$381K	Buy	6,404 +1,710	+36%	+$103K	0.18%	79
2019 Q1	$293K	Buy	4,694 +400	+9%	+$23.6K	0.16%	80
2018 Q4	$226K	Buy	+4,294	New	+$236K	0.15%	92

Other funds holding MCHI

APF

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

RBA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Cooper Financial Group's MCHI Position: Q1 2020 in Review

Cooper Financial Group sold out of iShares MSCI China ETF (MCHI) in Q1 2020, closing a stake of 7,108 shares — an estimated $456K sold.

Cooper Financial Group first reported a position in MCHI in Q4 2018 and held it in 5 quarters. The position peaked at $456K in Q4 2019. 186 funds tracked by Wall St. Rank hold MCHI as of Q1 2020.

Cooper Financial Group reported no remaining iShares MSCI China ETF position as of Q1 2020 after selling out during the quarter.
Cooper Financial Group sold 7,108 iShares MSCI China ETF shares in Q1 2020, an estimated $456K.
Cooper Financial Group first reported a position in iShares MSCI China ETF in Q4 2018 and held it in 5 quarters.
Cooper Financial Group's iShares MSCI China ETF position peaked at $456K in Q4 2019.
186 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2020.

Based on Cooper Financial Group's 13F filing for Q1 2020, filed 15 May 2020.