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Lee Financial’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Lee Financial’s Portfolio KWEB Stock Details KWEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-75
Closed -$5K – 809
2018
Q1 		$5K Buy
+75
New +$4.81K ﹤0.01% 620

Other funds holding KWEB

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Lee Financial's KWEB Position: Q2 2018 in Review

Lee Financial sold out of KraneShares CSI China Internet ETF (KWEB) in Q2 2018, closing a stake of 75 shares — an estimated $5K sold.

Lee Financial first reported a position in KWEB in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 118 funds tracked by Wall St. Rank hold KWEB as of Q2 2018.

  • Lee Financial reported no remaining KraneShares CSI China Internet ETF position as of Q2 2018 after selling out during the quarter.
  • Lee Financial sold 75 KraneShares CSI China Internet ETF shares in Q2 2018, an estimated $5K.
  • Lee Financial first reported a position in KraneShares CSI China Internet ETF in Q1 2018 and held it in 1 quarter.
  • Lee Financial's KraneShares CSI China Internet ETF position peaked at $5K in Q1 2018.
  • 118 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q2 2018.

Based on Lee Financial's 13F filing for Q2 2018, filed 14 Aug 2018.