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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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return