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Mutual Advisors’s iShares MSCI China ETF MCHI Stock Holding History

Mutual Advisors’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
2020
Q4 		– Sell
-9,306
Closed -$690K – 753
2020
Q3 		$690K Buy
+9,306
New +$682K 0.06% 339
2020
Q1 		– Sell
-3,798
Closed -$243K – 615
2019
Q4 		$243K Buy
+3,798
New +$227K 0.03% 518

Other funds holding MCHI

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.55T AUM 33.47% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mutual Advisors's MCHI Position: Q4 2020 in Review

Mutual Advisors sold out of iShares MSCI China ETF (MCHI) in Q4 2020, closing a stake of 9,306 shares — an estimated $690K sold.

Mutual Advisors first reported a position in MCHI in Q4 2019 and held it in 2 quarters. The position peaked at $690K in Q3 2020. 238 funds tracked by Wall St. Rank hold MCHI as of Q4 2020.

  • Mutual Advisors reported no remaining iShares MSCI China ETF position as of Q4 2020 after selling out during the quarter.
  • Mutual Advisors sold 9,306 iShares MSCI China ETF shares in Q4 2020, an estimated $690K.
  • Mutual Advisors first reported a position in iShares MSCI China ETF in Q4 2019 and held it in 2 quarters.
  • Mutual Advisors's iShares MSCI China ETF position peaked at $690K in Q3 2020.
  • 238 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2020.

Based on Mutual Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.