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Greenwich Wealth Management’s Matthews China Active ETF MCH Stock Holding History

Greenwich Wealth Management’s Portfolio MCH Stock Details MCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-29,367
Closed -$564K – 252
2024
Q2 		$564K Sell
29,367
-6,228
-17% -$125K 0.04% 152
2024
Q1 		$669K Buy
35,595
+4,356
+14% +$79K 0.05% 141
2023
Q4 		$595K Buy
+31,239
New +$609K 0.06% 148

Other funds holding MCH

LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $228M AUM 26.15% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
IWS
Integrity Wealth Solutions Denver, Colorado $271M AUM 21.83% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Greenwich Wealth Management's MCH Position: Q3 2024 in Review

Greenwich Wealth Management sold out of Matthews China Active ETF (MCH) in Q3 2024, closing a stake of 29,367 shares — an estimated $564K sold.

Greenwich Wealth Management first reported a position in MCH in Q4 2023 and held it in 3 quarters. The position peaked at $669K in Q1 2024. 14 funds tracked by Wall St. Rank hold MCH as of Q3 2024.

  • Greenwich Wealth Management reported no remaining Matthews China Active ETF position as of Q3 2024 after selling out during the quarter.
  • Greenwich Wealth Management sold 29,367 Matthews China Active ETF shares in Q3 2024, an estimated $564K.
  • Greenwich Wealth Management first reported a position in Matthews China Active ETF in Q4 2023 and held it in 3 quarters.
  • Greenwich Wealth Management's Matthews China Active ETF position peaked at $669K in Q1 2024.
  • 14 funds tracked by Wall St. Rank held Matthews China Active ETF as of Q3 2024.

Based on Greenwich Wealth Management's 13F filing for Q3 2024, filed 29 Oct 2024.