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Laird Norton Wetherby Wealth Management’s iShares MSCI China ETF MCHI Stock Holding History

Laird Norton Wetherby Wealth Management’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 		– Sell
-18,000
Closed -$1.01M – 715
2019
Q3 		$1.01M Hold
18,000
– – 0.11% 213
2019
Q2 		$1.07M Buy
+18,000
New +$1.08M 0.12% 194

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

Laird Norton Wetherby Wealth Management's MCHI Position: Q4 2019 in Review

Laird Norton Wetherby Wealth Management sold out of iShares MSCI China ETF (MCHI) in Q4 2019, closing a stake of 18,000 shares — an estimated $1.01M sold.

Laird Norton Wetherby Wealth Management first reported a position in MCHI in Q2 2019 and held it in 2 quarters. The position peaked at $1.07M in Q2 2019. 194 funds tracked by Wall St. Rank hold MCHI as of Q4 2019.

  • Laird Norton Wetherby Wealth Management reported no remaining iShares MSCI China ETF position as of Q4 2019 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 18,000 iShares MSCI China ETF shares in Q4 2019, an estimated $1.01M.
  • Laird Norton Wetherby Wealth Management first reported a position in iShares MSCI China ETF in Q2 2019 and held it in 2 quarters.
  • Laird Norton Wetherby Wealth Management's iShares MSCI China ETF position peaked at $1.07M in Q2 2019.
  • 194 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2019.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2019, filed 28 Jan 2020.