Destination Wealth Management’s iShares MSCI China ETF MCHI Stock Holding History

Destination Wealth Management’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
2019 Q3	–	Sell	-119	Closed	-$7K	–	349
2019 Q2	$7K	Buy	+119	New	+$7.15K	﹤0.01%	460
2018 Q3	–	Sell	-14	Closed	-$1K	–	734
2018 Q2	$1K	Buy	+14	New	+$955	﹤0.01%	492
2015 Q3	–	Sell	-7,591	Closed	-$425K	–	178
2015 Q2	$425K	Buy	+7,591	New	+$459K	0.03%	182
2014 Q4	–	Sell	-10,567	Closed	-$501K	–	124
2014 Q3	$501K	Sell	10,567 -232	-2%	-$11.5K	0.05%	81
2014 Q2	$501K	Buy	+10,799	New	+$491K	0.05%	84

Other funds holding MCHI

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Destination Wealth Management's MCHI Position: Q3 2019 in Review

Destination Wealth Management sold out of iShares MSCI China ETF (MCHI) in Q3 2019, closing a stake of 119 shares — an estimated $7K sold.

Destination Wealth Management first reported a position in MCHI in Q2 2014 and held it in 5 quarters. The position peaked at $501K in Q3 2014. 175 funds tracked by Wall St. Rank hold MCHI as of Q3 2019.

Destination Wealth Management reported no remaining iShares MSCI China ETF position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 119 iShares MSCI China ETF shares in Q3 2019, an estimated $7K.
Destination Wealth Management first reported a position in iShares MSCI China ETF in Q2 2014 and held it in 5 quarters.
Destination Wealth Management's iShares MSCI China ETF position peaked at $501K in Q3 2014.
175 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.