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Key Financial Inc’s iShares China Large-Cap ETF FXI Stock Holding History

Key Financial Inc’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
2020
Q2 		– Sell
-75
Closed -$3K – 295
2020
Q1 		$3K Buy
+75
New +$3.05K ﹤0.01% 556

Other funds holding FXI

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Key Financial Inc's FXI Position: Q2 2020 in Review

Key Financial Inc sold out of iShares China Large-Cap ETF (FXI) in Q2 2020, closing a stake of 75 shares — an estimated $3K sold.

Key Financial Inc first reported a position in FXI in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 264 funds tracked by Wall St. Rank hold FXI as of Q2 2020.

  • Key Financial Inc reported no remaining iShares China Large-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Key Financial Inc sold 75 iShares China Large-Cap ETF shares in Q2 2020, an estimated $3K.
  • Key Financial Inc first reported a position in iShares China Large-Cap ETF in Q1 2020 and held it in 1 quarter.
  • Key Financial Inc's iShares China Large-Cap ETF position peaked at $3K in Q1 2020.
  • 264 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2020.

Based on Key Financial Inc's 13F filing for Q2 2020, filed 7 Aug 2020.