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EFG Asset Management (Americas)’s iShares China Large-Cap ETF FXI Stock Holding History

EFG Asset Management (Americas)’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
-6,942
Closed -$267K – 135
2017
Q1 		$267K Sell
6,942
-3,868
-36% -$146K 0.1% 103
2016
Q4 		$375K Sell
10,810
-2,819
-21% -$104K 0.16% 90
2016
Q3 		$518K Buy
13,629
+1,725
+14% +$63.3K 0.22% 76
2016
Q2 		$407K Buy
11,904
+859
+8% +$28.5K 0.19% 77
2016
Q1 		$373K Sell
11,045
-905
-8% -$28.4K 0.19% 71
2015
Q4 		$242K Sell
11,950
-669
-5% -$25.1K 0.15% 78
2015
Q3 		$448K Sell
12,619
-1,995
-14% -$77.5K 0.28% 62
2015
Q2 		$713K Buy
14,614
+9,657
+195% +$478K 0.44% 40
2015
Q1 		$220K Sell
4,957
-19,027
-79% -$810K 0.17% 69
2014
Q4 		$1.01M Buy
23,984
+12,070
+101% +$477K 0.62% 20
2014
Q3 		$456K Sell
11,914
-5,385
-31% -$216K 0.45% 11
2014
Q2 		$641K Buy
17,299
+590
+4% +$21.4K 0.57% 9
2014
Q1 		$598K Buy
16,709
+2,447
+17% +$85.7K 0.49% 10
2013
Q4 		$547K Buy
+14,262
New +$545K 0.48% 13

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $1.55T AUM 33.47% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PC
Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

EFG Asset Management (Americas)'s FXI Position: Q2 2017 in Review

EFG Asset Management (Americas) sold out of iShares China Large-Cap ETF (FXI) in Q2 2017, closing a stake of 6,942 shares — an estimated $267K sold.

EFG Asset Management (Americas) first reported a position in FXI in Q4 2013 and held it in 14 quarters. The position peaked at $1.01M in Q4 2014. 238 funds tracked by Wall St. Rank hold FXI as of Q2 2017.

  • EFG Asset Management (Americas) reported no remaining iShares China Large-Cap ETF position as of Q2 2017 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 6,942 iShares China Large-Cap ETF shares in Q2 2017, an estimated $267K.
  • EFG Asset Management (Americas) first reported a position in iShares China Large-Cap ETF in Q4 2013 and held it in 14 quarters.
  • EFG Asset Management (Americas)'s iShares China Large-Cap ETF position peaked at $1.01M in Q4 2014.
  • 238 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2017.

Based on EFG Asset Management (Americas)'s 13F filing for Q2 2017, filed 14 Aug 2017.