Lenox Wealth Advisors’s iShares China Large-Cap ETF FXI Stock Holding History

Lenox Wealth Advisors’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 Q4	–	Sell	-15	Closed	-$1K	–	637
2020 Q3	$1K	Hold	15	–	–	﹤0.01%	552
2020 Q2	$1K	Hold	15	–	–	﹤0.01%	556
2020 Q1	$1K	Buy	+15	New	+$611	﹤0.01%	683
2015 Q3	–	Sell	-5,450	Closed	-$251K	–	404
2015 Q2	$251K	Hold	5,450	–	–	0.11%	25
2015 Q1	$242K	Hold	5,450	–	–	0.1%	28
2014 Q4	$227K	Buy	+5,450	New	+$215K	0.09%	28
2014 Q3	–	Sell	-3,871	Closed	-$148K	–	282
2014 Q2	$148K	Hold	3,871	–	–	0.07%	27
2014 Q1	$139K	Sell	3,871 -420	-10%	-$14.7K	0.08%	27
2013 Q4	$165K	Buy	4,291 +4,027	+1,525%	+$154K	0.12%	27
2013 Q3	$10K	Buy	+264	New	+$9.38K	0.01%	102

Other funds holding FXI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lenox Wealth Advisors's FXI Position: Q4 2020 in Review

Lenox Wealth Advisors sold out of iShares China Large-Cap ETF (FXI) in Q4 2020, closing a stake of 15 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in FXI in Q3 2013 and held it in 10 quarters. The position peaked at $251K in Q2 2015. 286 funds tracked by Wall St. Rank hold FXI as of Q4 2020.

Lenox Wealth Advisors reported no remaining iShares China Large-Cap ETF position as of Q4 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 15 iShares China Large-Cap ETF shares in Q4 2020, an estimated $1K.
Lenox Wealth Advisors first reported a position in iShares China Large-Cap ETF in Q3 2013 and held it in 10 quarters.
Lenox Wealth Advisors's iShares China Large-Cap ETF position peaked at $251K in Q2 2015.
286 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q4 2020.

Based on Lenox Wealth Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.