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Juncture Wealth Strategies’s iShares China Large-Cap ETF FXI Stock Holding History

Juncture Wealth Strategies’s Portfolio FXI Stock Details FXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-8,899
Closed -$382K – 110
2018
Q2 		$382K Sell
8,899
-45
-0.5% -$2.1K 0.2% 78
2018
Q1 		$423K Sell
8,944
-506
-5% -$24.9K 0.24% 71
2017
Q4 		$436K Sell
9,450
-4,005
-30% -$185K 0.25% 71
2017
Q3 		$593K Sell
13,455
-572
-4% -$24.5K 0.33% 64
2017
Q2 		$557K Sell
14,027
-136
-1% -$5.33K 0.32% 65
2017
Q1 		$545K Sell
14,163
-2,062
-13% -$77.7K 0.34% 65
2016
Q4 		$563K Sell
16,225
-4,295
-21% -$158K 0.39% 57
2016
Q3 		$780K Buy
20,520
+30
+0.1% +$1.1K 0.53% 46
2016
Q2 		$701K Sell
20,490
-8,797
-30% -$292K 0.5% 48
2016
Q1 		$989K Buy
29,287
+6,660
+29% +$209K 0.73% 33
2015
Q4 		$799K Sell
22,627
-1,749
-7% -$65.7K 0.6% 46
2015
Q3 		$865K Sell
24,376
-1,072
-4% -$41.7K 0.7% 32
2015
Q2 		$1.17M Sell
25,448
-970
-4% -$48K 0.95% 25
2015
Q1 		$1.17M Sell
26,418
-22,268
-46% -$948K 0.96% 25
2014
Q4 		$2.03M Buy
+48,686
New +$1.92M 0.97% 23

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
GPC
Glen Point Capital London, United Kingdom $4.04M AUM 20.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Juncture Wealth Strategies's FXI Position: Q3 2018 in Review

Juncture Wealth Strategies sold out of iShares China Large-Cap ETF (FXI) in Q3 2018, closing a stake of 8,899 shares — an estimated $382K sold.

Juncture Wealth Strategies first reported a position in FXI in Q4 2014 and held it in 15 quarters. The position peaked at $2.03M in Q4 2014. 276 funds tracked by Wall St. Rank hold FXI as of Q3 2018.

  • Juncture Wealth Strategies reported no remaining iShares China Large-Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Juncture Wealth Strategies sold 8,899 iShares China Large-Cap ETF shares in Q3 2018, an estimated $382K.
  • Juncture Wealth Strategies first reported a position in iShares China Large-Cap ETF in Q4 2014 and held it in 15 quarters.
  • Juncture Wealth Strategies's iShares China Large-Cap ETF position peaked at $2.03M in Q4 2014.
  • 276 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q3 2018.

Based on Juncture Wealth Strategies's 13F filing for Q3 2018, filed 3 Oct 2018.