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Global Wealth Management Investment Advisory’s iShares China Large-Cap ETF FXI Stock Holding History

Global Wealth Management Investment Advisory’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
Q2 		– Sell
-211
Closed -$9K – 729
2019
Q1 		$9K Sell
211
-57
-21% -$2.43K ﹤0.01% 393
2018
Q4 		$10K Buy
+268
New +$10.8K 0.01% 381

Other funds holding FXI

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Global Wealth Management Investment Advisory's FXI Position: Q2 2019 in Review

Global Wealth Management Investment Advisory sold out of iShares China Large-Cap ETF (FXI) in Q2 2019, closing a stake of 211 shares — an estimated $9K sold.

Global Wealth Management Investment Advisory first reported a position in FXI in Q4 2018 and held it in 2 quarters. The position peaked at $10K in Q4 2018. 311 funds tracked by Wall St. Rank hold FXI as of Q2 2019.

  • Global Wealth Management Investment Advisory reported no remaining iShares China Large-Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 211 iShares China Large-Cap ETF shares in Q2 2019, an estimated $9K.
  • Global Wealth Management Investment Advisory first reported a position in iShares China Large-Cap ETF in Q4 2018 and held it in 2 quarters.
  • Global Wealth Management Investment Advisory's iShares China Large-Cap ETF position peaked at $10K in Q4 2018.
  • 311 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2019, filed 20 Aug 2019.