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Ladenburg Thalmann Financial Services’s iShares MSCI China ETF MCHI Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$361K Buy
5,623
+975
+21% +$58.3K ﹤0.01% 2070
2019
Q3 		$261K Buy
4,648
+380
+9% +$21.9K ﹤0.01% 2261
2019
Q2 		$256K Buy
4,268
+244
+6% +$14.7K ﹤0.01% 2280
2019
Q1 		$251K Buy
4,024
+1,777
+79% +$105K ﹤0.01% 2225
2018
Q4 		$117K Sell
2,247
-798
-26% -$43.8K ﹤0.01% 2638
2018
Q3 		$182K Sell
3,045
-905
-23% -$55.6K ﹤0.01% 2384
2018
Q2 		$272K Hold
3,950
– – ﹤0.01% 1989
2018
Q1 		$272K Sell
3,950
-961
-20% -$68.2K ﹤0.01% 1989
2017
Q4 		$326K Buy
4,911
+2,211
+82% +$146K ﹤0.01% 1844
2017
Q3 		$170K Buy
2,700
+1,618
+150% +$97.3K ﹤0.01% 2226
2017
Q2 		$59K Buy
1,082
+911
+533% +$48K ﹤0.01% 2913
2017
Q1 		$9K Sell
171
-385
-69% -$18.6K ﹤0.01% 4053
2016
Q4 		$24K Sell
556
-822
-60% -$38.1K ﹤0.01% 3372
2016
Q3 		$67K Buy
1,378
+293
+27% +$13.5K ﹤0.01% 2552
2016
Q2 		$46K Sell
1,085
-558
-34% -$23.3K ﹤0.01% 2733
2016
Q1 		$70K Sell
1,643
-289
-15% -$11.4K ﹤0.01% 2336
2015
Q4 		$86K Sell
1,932
-74
-4% -$3.46K ﹤0.01% 2172
2015
Q3 		$88K Buy
2,006
+792
+65% +$37.8K ﹤0.01% 2079
2015
Q2 		$68K Buy
1,214
+447
+58% +$27.1K ﹤0.01% 2376
2015
Q1 		$42K Buy
767
+82
+12% +$4.25K ﹤0.01% 2686
2014
Q4 		$34K Buy
685
+150
+28% +$7.28K ﹤0.01% 2611
2014
Q3 		$25K Hold
535
– – ﹤0.01% 2482
2014
Q2 		$25K Sell
535
-5,120
-91% -$233K ﹤0.01% 2482
2014
Q1 		$254K Buy
5,655
+481
+9% +$21.4K 0.01% 1012
2013
Q4 		$249K Sell
5,174
-2,378
-31% -$113K 0.01% 973
2013
Q3 		$348K Buy
7,552
+3,409
+82% +$150K 0.01% 801
2013
Q2 		$169K Buy
+4,143
New +$184K 0.01% 1054

Other funds holding MCHI

RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its iShares MSCI China ETF (MCHI) stake by 21% in Q4 2019, buying an estimated $58.3K and bringing the position to 5,623 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #2070.

Ladenburg Thalmann Financial Services first reported a position in MCHI in Q2 2013 and has held it in 27 quarters since. 194 funds tracked by Wall St. Rank hold MCHI as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 5,623 shares of iShares MSCI China ETF worth $361K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 975 iShares MSCI China ETF shares in Q4 2019, an estimated $58.3K.
  • iShares MSCI China ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2070 holding.
  • Ladenburg Thalmann Financial Services first reported a position in iShares MSCI China ETF in Q2 2013 and has held it in 27 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2019.

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