JFS Wealth Advisors’s iShares MSCI China ETF MCHI Stock Holding History

JFS Wealth Advisors’s Portfolio MCHI Stock Details MCHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-100	Closed	-$6K	–	536
2018 Q2	$6K	Buy	+100	New	+$6.82K	﹤0.01%	401

Other funds holding MCHI

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

AII

AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JFS Wealth Advisors's MCHI Position: Q3 2018 in Review

JFS Wealth Advisors sold out of iShares MSCI China ETF (MCHI) in Q3 2018, closing a stake of 100 shares — an estimated $6K sold.

JFS Wealth Advisors first reported a position in MCHI in Q2 2018 and held it in 1 quarter. The position peaked at $6K in Q2 2018. 121 funds tracked by Wall St. Rank hold MCHI as of Q3 2018.

JFS Wealth Advisors reported no remaining iShares MSCI China ETF position as of Q3 2018 after selling out during the quarter.
JFS Wealth Advisors sold 100 iShares MSCI China ETF shares in Q3 2018, an estimated $6K.
JFS Wealth Advisors first reported a position in iShares MSCI China ETF in Q2 2018 and held it in 1 quarter.
JFS Wealth Advisors's iShares MSCI China ETF position peaked at $6K in Q2 2018.
121 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2018.

Based on JFS Wealth Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.