Family Management’s State Street SPDR S&P China ETF GXC Stock Holding History

Family Management’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
2020 Q1	–	Sell	-935	Closed	-$96K	–	173
2019 Q4	$96K	Hold	935	–	–	0.03%	168
2019 Q3	$84K	Hold	935	–	–	0.03%	154
2019 Q2	$89K	Buy	+935	New	+$90.5K	0.03%	147

Other funds holding GXC

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

SIC

Starr International Company Zug, Switzerland $19.9M AUM 39.69% 1-Year Est. Return

6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Family Management's GXC Position: Q1 2020 in Review

Family Management sold out of State Street SPDR S&P China ETF (GXC) in Q1 2020, closing a stake of 935 shares — an estimated $96K sold.

Family Management first reported a position in GXC in Q2 2019 and held it in 3 quarters. The position peaked at $96K in Q4 2019. 115 funds tracked by Wall St. Rank hold GXC as of Q1 2020.

Family Management reported no remaining State Street SPDR S&P China ETF position as of Q1 2020 after selling out during the quarter.
Family Management sold 935 State Street SPDR S&P China ETF shares in Q1 2020, an estimated $96K.
Family Management first reported a position in State Street SPDR S&P China ETF in Q2 2019 and held it in 3 quarters.
Family Management's State Street SPDR S&P China ETF position peaked at $96K in Q4 2019.
115 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q1 2020.

Based on Family Management's 13F filing for Q1 2020, filed 6 May 2020.