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EP Wealth Advisors’s State Street SPDR S&P China ETF GXC Stock Holding History

EP Wealth Advisors’s Portfolio GXC Stock Details GXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,435
Closed -$187K – 501
2020
Q4 		$187K Buy
+1,435
New +$182K 0.01% 421

Other funds holding GXC

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
6M
6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

EP Wealth Advisors's GXC Position: Q1 2021 in Review

EP Wealth Advisors sold out of State Street SPDR S&P China ETF (GXC) in Q1 2021, closing a stake of 1,435 shares — an estimated $187K sold.

EP Wealth Advisors first reported a position in GXC in Q4 2020 and held it in 1 quarter. The position peaked at $187K in Q4 2020. 133 funds tracked by Wall St. Rank hold GXC as of Q1 2021.

  • EP Wealth Advisors reported no remaining State Street SPDR S&P China ETF position as of Q1 2021 after selling out during the quarter.
  • EP Wealth Advisors sold 1,435 State Street SPDR S&P China ETF shares in Q1 2021, an estimated $187K.
  • EP Wealth Advisors first reported a position in State Street SPDR S&P China ETF in Q4 2020 and held it in 1 quarter.
  • EP Wealth Advisors's State Street SPDR S&P China ETF position peaked at $187K in Q4 2020.
  • 133 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q1 2021.

Based on EP Wealth Advisors's 13F filing for Q1 2021, filed 17 May 2021.