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Moody Lynn & Lieberson’s iShares China Large-Cap ETF FXI Stock Holding History

Moody Lynn & Lieberson’s Portfolio FXI Stock Details FXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-9,185
Closed -$408K – 198
2015
Q1 		$408K Sell
9,185
-40,395
-81% -$1.72M 0.07% 117
2014
Q4 		$2.06M Buy
+49,580
New +$1.96M 0.29% 79

Other funds holding FXI

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Moody Lynn & Lieberson's FXI Position: Q2 2015 in Review

Moody Lynn & Lieberson sold out of iShares China Large-Cap ETF (FXI) in Q2 2015, closing a stake of 9,185 shares — an estimated $408K sold.

Moody Lynn & Lieberson first reported a position in FXI in Q4 2014 and held it in 2 quarters. The position peaked at $2.06M in Q4 2014. 368 funds tracked by Wall St. Rank hold FXI as of Q2 2015.

  • Moody Lynn & Lieberson reported no remaining iShares China Large-Cap ETF position as of Q2 2015 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 9,185 iShares China Large-Cap ETF shares in Q2 2015, an estimated $408K.
  • Moody Lynn & Lieberson first reported a position in iShares China Large-Cap ETF in Q4 2014 and held it in 2 quarters.
  • Moody Lynn & Lieberson's iShares China Large-Cap ETF position peaked at $2.06M in Q4 2014.
  • 368 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2015.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2015, filed 25 Aug 2015.