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Next Financial Group’s iShares MSCI Chile ETF ECH Stock Holding History

Next Financial Group’s Portfolio ECH Stock Details ECH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-900
Closed -$25.7K – 2187
2019
Q4 		$30K Buy
+900
New +$30.9K ﹤0.01% 1381
2019
Q3 		– Sell
-39
Closed -$2K – 2328
2019
Q2 		$2K Buy
+39
New +$1.61K ﹤0.01% 2106
2019
Q1 		– Sell
-29
Closed -$1K – 1728
2018
Q4 		$1K Buy
+29
New +$1.24K ﹤0.01% 1832
2014
Q4 		– Sell
-94
Closed -$4K – 1992
2014
Q3 		$4K Buy
+94
New +$4.16K ﹤0.01% 2127

Other funds holding ECH

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
TI
tru Independence Portland, Oregon $229M AUM 22.02% 1-Year Est. Return

Next Financial Group's ECH Position: Q1 2020 in Review

Next Financial Group sold out of iShares MSCI Chile ETF (ECH) in Q1 2020, closing a stake of 900 shares — an estimated $25.7K sold.

Next Financial Group first reported a position in ECH in Q3 2014 and held it in 4 quarters. The position peaked at $30K in Q4 2019. 58 funds tracked by Wall St. Rank hold ECH as of Q1 2020.

  • Next Financial Group reported no remaining iShares MSCI Chile ETF position as of Q1 2020 after selling out during the quarter.
  • Next Financial Group sold 900 iShares MSCI Chile ETF shares in Q1 2020, an estimated $25.7K.
  • Next Financial Group first reported a position in iShares MSCI Chile ETF in Q3 2014 and held it in 4 quarters.
  • Next Financial Group's iShares MSCI Chile ETF position peaked at $30K in Q4 2019.
  • 58 funds tracked by Wall St. Rank held iShares MSCI Chile ETF as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.