Intercontinental Wealth Advisors’s State Street SPDR S&P China ETF GXC Stock Holding History

Intercontinental Wealth Advisors’s Portfolio GXC Stock Details GXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-259	Closed	-$23K	–	380
2019 Q3	$23K	Hold	259	–	–	0.01%	269
2019 Q2	$25K	Hold	259	–	–	0.01%	260
2019 Q1	$26K	Hold	259	–	–	0.01%	277
2018 Q4	$22K	Buy	+259	New	+$23K	0.01%	299

Other funds holding GXC

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIC

Starr International Company Zug, Switzerland $19.9M AUM 39.69% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

Intercontinental Wealth Advisors's GXC Position: Q4 2019 in Review

Intercontinental Wealth Advisors sold out of State Street SPDR S&P China ETF (GXC) in Q4 2019, closing a stake of 259 shares — an estimated $23K sold.

Intercontinental Wealth Advisors first reported a position in GXC in Q4 2018 and held it in 4 quarters. The position peaked at $26K in Q1 2019. 126 funds tracked by Wall St. Rank hold GXC as of Q4 2019.

Intercontinental Wealth Advisors reported no remaining State Street SPDR S&P China ETF position as of Q4 2019 after selling out during the quarter.
Intercontinental Wealth Advisors sold 259 State Street SPDR S&P China ETF shares in Q4 2019, an estimated $23K.
Intercontinental Wealth Advisors first reported a position in State Street SPDR S&P China ETF in Q4 2018 and held it in 4 quarters.
Intercontinental Wealth Advisors's State Street SPDR S&P China ETF position peaked at $26K in Q1 2019.
126 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q4 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.