Ladenburg Thalmann Financial Services’s Global X MSCI China Consumer Discretionary ETF CHIQ Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio CHIQ Stock Details CHIQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$8K	Buy	423 +148	+54%	+$2.6K	﹤0.01%	4574
2019 Q3	$4K	Hold	275	–	–	﹤0.01%	4753
2019 Q2	$4K	Hold	275	–	–	﹤0.01%	4764
2019 Q1	$5K	Sell	275 -375	-58%	-$5.68K	﹤0.01%	4639
2018 Q4	$9K	Hold	650	–	–	﹤0.01%	4321
2018 Q3	$10K	Hold	650	–	–	﹤0.01%	4273
2018 Q2	$12K	Hold	650	–	–	﹤0.01%	4131
2018 Q1	$12K	Buy	650 +275	+73%	+$5.27K	﹤0.01%	4131
2017 Q4	$7K	Hold	375	–	–	﹤0.01%	4357
2017 Q3	$6K	Hold	375	–	–	﹤0.01%	4309
2017 Q2	$5K	Hold	375	–	–	﹤0.01%	4306
2017 Q1	$5K	Hold	375	–	–	﹤0.01%	4288
2016 Q4	$4K	Hold	375	–	–	﹤0.01%	4301
2016 Q3	$5K	Hold	375	–	–	﹤0.01%	4136
2016 Q2	$4K	Sell	375 -134	-26%	-$1.47K	﹤0.01%	4201
2016 Q1	$6K	Hold	509	–	–	﹤0.01%	3957
2015 Q4	$7K	Hold	509	–	–	﹤0.01%	3872
2015 Q3	$7K	Buy	+509	New	+$6.48K	﹤0.01%	3734

Other funds holding CHIQ

PVH

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

Morgan Stanley New York $1.66T AUM 25.57% 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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

BCM

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return

Ladenburg Thalmann Financial Services's CHIQ Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Global X MSCI China Consumer Discretionary ETF (CHIQ) stake by 54% in Q4 2019, buying an estimated $2.6K and bringing the position to 423 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #4574.

Ladenburg Thalmann Financial Services first reported a position in CHIQ in Q3 2015 and has held it in 18 quarters since. The position peaked at $12K in Q2 2018. 29 funds tracked by Wall St. Rank hold CHIQ as of Q4 2019.

Ladenburg Thalmann Financial Services held 423 shares of Global X MSCI China Consumer Discretionary ETF worth $8K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 148 Global X MSCI China Consumer Discretionary ETF shares in Q4 2019, an estimated $2.6K.
Global X MSCI China Consumer Discretionary ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4574 holding.
Ladenburg Thalmann Financial Services first reported a position in Global X MSCI China Consumer Discretionary ETF in Q3 2015 and has held it in 18 quarters since.
Ladenburg Thalmann Financial Services's Global X MSCI China Consumer Discretionary ETF position peaked at $12K in Q2 2018.
29 funds tracked by Wall St. Rank held Global X MSCI China Consumer Discretionary ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.