Meridian Wealth Management’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Meridian Wealth Management’s Portfolio KWEB Stock Details KWEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-15,325	Closed	-$6.74K	–	355
2019 Q2	$6.74K	Buy	15,325 +2,100	+16%	+$94.5K	0.27%	59
2019 Q1	$623K	Buy	13,225 +2,850	+27%	+$125K	0.28%	69
2018 Q4	$389K	Buy	+10,375	New	+$439K	0.23%	88
2018 Q2	–	Sell	-42,472	Closed	-$2.61M	–	195
2018 Q1	$2.61M	Buy	42,472 +30,682	+260%	+$1.97M	1.3%	22
2017 Q4	$671K	Hold	11,790	–	–	0.41%	55
2017 Q3	$671K	Buy	+11,790	New	+$643K	0.43%	53

Other funds holding KWEB

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

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

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

Meridian Wealth Management's KWEB Position: Q3 2019 in Review

Meridian Wealth Management sold out of KraneShares CSI China Internet ETF (KWEB) in Q3 2019, closing a stake of 15,325 shares — an estimated $6.74K sold.

Meridian Wealth Management first reported a position in KWEB in Q3 2017 and held it in 6 quarters. The position peaked at $2.61M in Q1 2018. 146 funds tracked by Wall St. Rank hold KWEB as of Q3 2019.

Meridian Wealth Management reported no remaining KraneShares CSI China Internet ETF position as of Q3 2019 after selling out during the quarter.
Meridian Wealth Management sold 15,325 KraneShares CSI China Internet ETF shares in Q3 2019, an estimated $6.74K.
Meridian Wealth Management first reported a position in KraneShares CSI China Internet ETF in Q3 2017 and held it in 6 quarters.
Meridian Wealth Management's KraneShares CSI China Internet ETF position peaked at $2.61M in Q1 2018.
146 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.