Essex Savings Bank’s iShares China Large-Cap ETF FXI Stock Holding History

Essex Savings Bank’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
2019 Q3	–	Sell	-945	Closed	-$40K	–	348
2019 Q2	$40K	Hold	945	–	–	0.01%	475
2019 Q1	$42K	Hold	945	–	–	0.02%	314
2018 Q4	$37K	Buy	+945	New	+$38.2K	0.02%	322

Other funds holding FXI

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Essex Savings Bank's FXI Position: Q3 2019 in Review

Essex Savings Bank sold out of iShares China Large-Cap ETF (FXI) in Q3 2019, closing a stake of 945 shares — an estimated $40K sold.

Essex Savings Bank first reported a position in FXI in Q4 2018 and held it in 3 quarters. The position peaked at $42K in Q1 2019. 284 funds tracked by Wall St. Rank hold FXI as of Q3 2019.

Essex Savings Bank reported no remaining iShares China Large-Cap ETF position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 945 iShares China Large-Cap ETF shares in Q3 2019, an estimated $40K.
Essex Savings Bank first reported a position in iShares China Large-Cap ETF in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's iShares China Large-Cap ETF position peaked at $42K in Q1 2019.
284 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.