LVM Capital Management’s iShares MSCI China ETF MCHI Stock Holding History

LVM Capital 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 Q3	–	Sell	-3,400	Closed	-$202K	–	116
2019 Q2	$202K	Sell	3,400 -100	-3%	-$6.01K	0.05%	105
2019 Q1	$219K	Sell	3,500 -5,910	-63%	-$349K	0.05%	105
2018 Q4	$495K	Sell	9,410 -53,535	-85%	-$2.94M	0.13%	60
2018 Q3	$3.77M	Buy	62,945 +3,150	+5%	+$194K	0.86%	35
2018 Q2	$3.86M	Buy	59,795 +6,900	+13%	+$471K	0.93%	32
2018 Q1	$3.63M	Buy	+52,895	New	+$3.75M	0.84%	34

Other funds holding MCHI

JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

LVM Capital Management's MCHI Position: Q3 2019 in Review

LVM Capital Management sold out of iShares MSCI China ETF (MCHI) in Q3 2019, closing a stake of 3,400 shares — an estimated $202K sold.

LVM Capital Management first reported a position in MCHI in Q1 2018 and held it in 6 quarters. The position peaked at $3.86M in Q2 2018. 175 funds tracked by Wall St. Rank hold MCHI as of Q3 2019.

LVM Capital Management reported no remaining iShares MSCI China ETF position as of Q3 2019 after selling out during the quarter.
LVM Capital Management sold 3,400 iShares MSCI China ETF shares in Q3 2019, an estimated $202K.
LVM Capital Management first reported a position in iShares MSCI China ETF in Q1 2018 and held it in 6 quarters.
LVM Capital Management's iShares MSCI China ETF position peaked at $3.86M in Q2 2018.
175 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2019.

Based on LVM Capital Management's 13F filing for Q3 2019, filed 4 Oct 2019.