Lenox Wealth Advisors’s iShares MSCI China ETF MCHI Stock Holding History

Lenox Wealth Advisors’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
2020 Q1	–	Sell	-91	Closed	-$6K	–	879
2019 Q4	$6K	Hold	91	–	–	﹤0.01%	463
2019 Q3	$5K	Buy	+91	New	+$5.24K	﹤0.01%	403

Other funds holding MCHI

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Lenox Wealth Advisors's MCHI Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of iShares MSCI China ETF (MCHI) in Q1 2020, closing a stake of 91 shares — an estimated $6K sold.

Lenox Wealth Advisors first reported a position in MCHI in Q3 2019 and held it in 2 quarters. The position peaked at $6K in Q4 2019. 187 funds tracked by Wall St. Rank hold MCHI as of Q1 2020.

Lenox Wealth Advisors reported no remaining iShares MSCI China ETF position as of Q1 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 91 iShares MSCI China ETF shares in Q1 2020, an estimated $6K.
Lenox Wealth Advisors first reported a position in iShares MSCI China ETF in Q3 2019 and held it in 2 quarters.
Lenox Wealth Advisors's iShares MSCI China ETF position peaked at $6K in Q4 2019.
187 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.