Mosaic Family Wealth’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Mosaic Family Wealth’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 Q1	–	Sell	-70	Closed	-$3K	–	705
2018 Q4	$3K	Hold	70	–	–	﹤0.01%	577
2018 Q3	$3K	Buy	+70	New	+$3.72K	﹤0.01%	584
2017 Q4	–	Sell	-300	Closed	-$17K	–	811
2017 Q3	$17K	Hold	300	–	–	0.01%	497
2017 Q2	$14K	Buy	+300	New	+$14K	0.01%	472

Other funds holding KWEB

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

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

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

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

Citigroup New York $235B AUM 32.99% 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

GPC

Glen Point Capital London, United Kingdom $4.04M AUM 20.17% 1-Year Est. Return

MIFH

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mosaic Family Wealth's KWEB Position: Q1 2019 in Review

Mosaic Family Wealth sold out of KraneShares CSI China Internet ETF (KWEB) in Q1 2019, closing a stake of 70 shares — an estimated $3K sold.

Mosaic Family Wealth first reported a position in KWEB in Q2 2017 and held it in 4 quarters. The position peaked at $17K in Q3 2017. 153 funds tracked by Wall St. Rank hold KWEB as of Q1 2019.

Mosaic Family Wealth reported no remaining KraneShares CSI China Internet ETF position as of Q1 2019 after selling out during the quarter.
Mosaic Family Wealth sold 70 KraneShares CSI China Internet ETF shares in Q1 2019, an estimated $3K.
Mosaic Family Wealth first reported a position in KraneShares CSI China Internet ETF in Q2 2017 and held it in 4 quarters.
Mosaic Family Wealth's KraneShares CSI China Internet ETF position peaked at $17K in Q3 2017.
153 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q1 2019.

Based on Mosaic Family Wealth's 13F filing for Q1 2019, filed 14 May 2019.