JGUA
GXC icon

John G. Ullman & Associates’s State Street SPDR S&P China ETF GXC Stock Holding History

John G. Ullman & Associates’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
2021
Q3 		– Sell
-4,450
Closed -$591K – 164
2021
Q2 		$591K Buy
+4,450
New +$583K 0.08% 107
2015
Q2 		– Sell
-8,700
Closed -$736K – 148
2015
Q1 		$736K Hold
8,700
– – 0.14% 107
2014
Q4 		$693K Sell
8,700
-200
-2% -$15.7K 0.13% 110
2014
Q3 		$682K Hold
8,900
– – 0.13% 115
2014
Q2 		$670K Sell
8,900
-300
-3% -$21.9K 0.12% 119
2014
Q1 		$669K Sell
9,200
-200
-2% -$14.6K 0.12% 114
2013
Q4 		$733K Sell
9,400
-600
-6% -$46K 0.14% 116
2013
Q3 		$740K Sell
10,000
-300
-3% -$21K 0.15% 116
2013
Q2 		$660K Buy
+10,300
New +$711K 0.14% 117

Other funds holding GXC

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
6M
6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return