Cumberland Partners’s Kraneshares MSCI One Belt One Road Index ETF OBOR Stock Holding History

Cumberland Partners’s Portfolio OBOR Stock Details OBOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-13,395	Closed	-$317K	–	174
2019 Q2	$317K	Buy	13,395 +785	+6%	+$18.2K	0.03%	155
2019 Q1	$298K	Buy	12,610 +6,330	+101%	+$145K	0.03%	148
2018 Q4	$136K	Buy	+6,280	New	+$140K	0.02%	161

Other funds holding OBOR

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Cumberland Partners's OBOR Position: Q3 2019 in Review

Cumberland Partners sold out of Kraneshares MSCI One Belt One Road Index ETF (OBOR) in Q3 2019, closing a stake of 13,395 shares — an estimated $317K sold.

Cumberland Partners first reported a position in OBOR in Q4 2018 and held it in 3 quarters. The position peaked at $317K in Q2 2019. 11 funds tracked by Wall St. Rank hold OBOR as of Q3 2019.

Cumberland Partners reported no remaining Kraneshares MSCI One Belt One Road Index ETF position as of Q3 2019 after selling out during the quarter.
Cumberland Partners sold 13,395 Kraneshares MSCI One Belt One Road Index ETF shares in Q3 2019, an estimated $317K.
Cumberland Partners first reported a position in Kraneshares MSCI One Belt One Road Index ETF in Q4 2018 and held it in 3 quarters.
Cumberland Partners's Kraneshares MSCI One Belt One Road Index ETF position peaked at $317K in Q2 2019.
11 funds tracked by Wall St. Rank held Kraneshares MSCI One Belt One Road Index ETF as of Q3 2019.

Based on Cumberland Partners's 13F filing for Q3 2019, filed 13 Nov 2019.