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LifePlan Financial Group’s Xtrackers Harvest CSI 300 China A-Shares ETF ASHR Stock Holding History

LifePlan Financial Group’s Portfolio ASHR Stock Details ASHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-135
Closed -$4K – 549
2019
Q4 		$4K Hold
135
– – ﹤0.01% 473
2019
Q3 		$4K Hold
135
– – ﹤0.01% 468
2019
Q2 		$4K Hold
135
– – ﹤0.01% 466
2019
Q1 		$4K Buy
+135
New +$3.45K ﹤0.01% 467

Other funds holding ASHR

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LifePlan Financial Group's ASHR Position: Q1 2020 in Review

LifePlan Financial Group sold out of Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR) in Q1 2020, closing a stake of 135 shares — an estimated $4K sold.

LifePlan Financial Group first reported a position in ASHR in Q1 2019 and held it in 4 quarters. The position peaked at $4K in Q4 2019. 132 funds tracked by Wall St. Rank hold ASHR as of Q1 2020.

  • LifePlan Financial Group reported no remaining Xtrackers Harvest CSI 300 China A-Shares ETF position as of Q1 2020 after selling out during the quarter.
  • LifePlan Financial Group sold 135 Xtrackers Harvest CSI 300 China A-Shares ETF shares in Q1 2020, an estimated $4K.
  • LifePlan Financial Group first reported a position in Xtrackers Harvest CSI 300 China A-Shares ETF in Q1 2019 and held it in 4 quarters.
  • LifePlan Financial Group's Xtrackers Harvest CSI 300 China A-Shares ETF position peaked at $4K in Q4 2019.
  • 132 funds tracked by Wall St. Rank held Xtrackers Harvest CSI 300 China A-Shares ETF as of Q1 2020.

Based on LifePlan Financial Group's 13F filing for Q1 2020, filed 6 Apr 2020.