IA
CHN

IFP Advisors’s China Fund CHN Stock Holding History

IFP Advisors’s Portfolio CHN Stock Details CHN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,000
Closed -$67K – 4633
2022
Q3 		$67K Buy
3,000
+1,000
+50% +$13.4K ﹤0.01% 2152
2022
Q2 		$45K Hold
2,000
– – ﹤0.01% 2227
2022
Q1 		$45K Buy
+2,000
New +$33.3K ﹤0.01% 2227
2018
Q4 		– Sell
-677
Closed -$13K – 3559
2018
Q3 		$13K Hold
677
– – ﹤0.01% 2689
2018
Q2 		$14K Buy
677
+13
+2% +$283 ﹤0.01% 2679
2018
Q1 		$14K Hold
664
– – ﹤0.01% 2586
2017
Q4 		$14K Sell
664
-1,303
-66% -$27.7K ﹤0.01% 2623
2017
Q3 		$40K Buy
1,967
+1,303
+196% +$25.9K ﹤0.01% 2123
2017
Q2 		$12K Hold
664
– – ﹤0.01% 2893
2017
Q1 		$11K Buy
664
+15
+2% +$241 ﹤0.01% 2853
2016
Q4 		$10K Hold
649
– – ﹤0.01% 2886
2016
Q3 		$11K Hold
649
– – ﹤0.01% 2760
2016
Q2 		$9K Buy
+649
New +$9.27K ﹤0.01% 2786
2016
Q1 		– Sell
-605
Closed -$9K – 2517
2015
Q4 		$9K Buy
+605
New +$10.3K ﹤0.01% 2622

Other funds holding CHN

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
TL
Tradewinds LLC Raleigh, North Carolina $310M AUM 22.31% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BWA
BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return
VIM
Vista Investment Management Pittsburgh, Pennsylvania $301M AUM 17.29% 1-Year Est. Return

IFP Advisors's CHN Position: Q4 2022 in Review

IFP Advisors sold out of China Fund (CHN) in Q4 2022, closing a stake of 3,000 shares — an estimated $67K sold.

IFP Advisors first reported a position in CHN in Q4 2015 and held it in 14 quarters. The position peaked at $67K in Q3 2022. 24 funds tracked by Wall St. Rank hold CHN as of Q4 2022.

  • IFP Advisors reported no remaining China Fund position as of Q4 2022 after selling out during the quarter.
  • IFP Advisors sold 3,000 China Fund shares in Q4 2022, an estimated $67K.
  • IFP Advisors first reported a position in China Fund in Q4 2015 and held it in 14 quarters.
  • IFP Advisors's China Fund position peaked at $67K in Q3 2022.
  • 24 funds tracked by Wall St. Rank held China Fund as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.