Fulcrum Equity Management’s Global X MSCI China Consumer Staples ETF CHIS Stock Holding History

Fulcrum Equity Management’s Portfolio CHIS Stock Details CHIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-14,530	Closed	-$460K	–	241
2021 Q1	$460K	Buy	14,530 +3,384	+30%	+$118K	0.18%	108
2020 Q4	$384K	Buy	+11,146	New	+$344K	0.15%	103

Other funds holding CHIS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Fulcrum Equity Management's CHIS Position: Q2 2021 in Review

Fulcrum Equity Management sold out of Global X MSCI China Consumer Staples ETF (CHIS) in Q2 2021, closing a stake of 14,530 shares — an estimated $460K sold.

Fulcrum Equity Management first reported a position in CHIS in Q4 2020 and held it in 2 quarters. The position peaked at $460K in Q1 2021. 5 funds tracked by Wall St. Rank hold CHIS as of Q2 2021.

Fulcrum Equity Management reported no remaining Global X MSCI China Consumer Staples ETF position as of Q2 2021 after selling out during the quarter.
Fulcrum Equity Management sold 14,530 Global X MSCI China Consumer Staples ETF shares in Q2 2021, an estimated $460K.
Fulcrum Equity Management first reported a position in Global X MSCI China Consumer Staples ETF in Q4 2020 and held it in 2 quarters.
Fulcrum Equity Management's Global X MSCI China Consumer Staples ETF position peaked at $460K in Q1 2021.
5 funds tracked by Wall St. Rank held Global X MSCI China Consumer Staples ETF as of Q2 2021.

Based on Fulcrum Equity Management's 13F filing for Q2 2021, filed 15 Jul 2021.