Financial Partners Capital Management’s iShares MSCI China ETF MCHI Stock Holding History

Financial Partners Capital 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
2018 Q1	–	Sell	-15,050	Closed	-$1M	–	97
2017 Q4	$1M	Sell	15,050 -490	-3%	-$32.4K	0.18%	86
2017 Q3	$980K	Buy	15,540 +1,375	+10%	+$82.7K	0.19%	83
2017 Q2	$775K	Buy	+14,165	New	+$746K	0.16%	86

Other funds holding MCHI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

AII

AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 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 $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Partners Capital Management's MCHI Position: Q1 2018 in Review

Financial Partners Capital Management sold out of iShares MSCI China ETF (MCHI) in Q1 2018, closing a stake of 15,050 shares — an estimated $1M sold.

Financial Partners Capital Management first reported a position in MCHI in Q2 2017 and held it in 3 quarters. The position peaked at $1M in Q4 2017. 128 funds tracked by Wall St. Rank hold MCHI as of Q1 2018.

Financial Partners Capital Management reported no remaining iShares MSCI China ETF position as of Q1 2018 after selling out during the quarter.
Financial Partners Capital Management sold 15,050 iShares MSCI China ETF shares in Q1 2018, an estimated $1M.
Financial Partners Capital Management first reported a position in iShares MSCI China ETF in Q2 2017 and held it in 3 quarters.
Financial Partners Capital Management's iShares MSCI China ETF position peaked at $1M in Q4 2017.
128 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2018.

Based on Financial Partners Capital Management's 13F filing for Q1 2018, filed 18 May 2018.