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Oak Family Advisors’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Oak Family Advisors’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
2021
Q1 		– Sell
-3,000
Closed -$230K – 97
2020
Q4 		$230K Buy
+3,000
New +$222K 0.12% 90

Other funds holding KWEB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oak Family Advisors's KWEB Position: Q1 2021 in Review

Oak Family Advisors sold out of KraneShares CSI China Internet ETF (KWEB) in Q1 2021, closing a stake of 3,000 shares — an estimated $230K sold.

Oak Family Advisors first reported a position in KWEB in Q4 2020 and held it in 1 quarter. The position peaked at $230K in Q4 2020. 232 funds tracked by Wall St. Rank hold KWEB as of Q1 2021.

  • Oak Family Advisors reported no remaining KraneShares CSI China Internet ETF position as of Q1 2021 after selling out during the quarter.
  • Oak Family Advisors sold 3,000 KraneShares CSI China Internet ETF shares in Q1 2021, an estimated $230K.
  • Oak Family Advisors first reported a position in KraneShares CSI China Internet ETF in Q4 2020 and held it in 1 quarter.
  • Oak Family Advisors's KraneShares CSI China Internet ETF position peaked at $230K in Q4 2020.
  • 232 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q1 2021.

Based on Oak Family Advisors's 13F filing for Q1 2021, filed 5 May 2021.