IWA
CHN

Intercontinental Wealth Advisors’s China Fund CHN Stock Holding History

Intercontinental Wealth 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
2020
Q1 		– Sell
-637
Closed -$13K – 180
2019
Q4 		$13K Sell
637
-3,496
-85% -$71.8K 0.01% 252
2019
Q3 		$80K Hold
4,133
– – 0.05% 184
2019
Q2 		$84K Hold
4,133
– – 0.04% 175
2019
Q1 		$84K Hold
4,133
– – 0.04% 184
2018
Q4 		$70K Buy
+4,133
New +$73.4K 0.04% 193

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Intercontinental Wealth Advisors's CHN Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of China Fund (CHN) in Q1 2020, closing a stake of 637 shares — an estimated $13K sold.

Intercontinental Wealth Advisors first reported a position in CHN in Q4 2018 and held it in 5 quarters. The position peaked at $84K in Q2 2019. 37 funds tracked by Wall St. Rank hold CHN as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining China Fund position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 637 China Fund shares in Q1 2020, an estimated $13K.
  • Intercontinental Wealth Advisors first reported a position in China Fund in Q4 2018 and held it in 5 quarters.
  • Intercontinental Wealth Advisors's China Fund position peaked at $84K in Q2 2019.
  • 37 funds tracked by Wall St. Rank held China Fund as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.