Oak Point Wealth Management’s iShares MSCI China ETF MCHI Stock Holding History

Oak Point Wealth Management’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
2018 Q1	$327K	Buy	+4,880	New	+$346K	0.33%	82

Other funds holding MCHI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AII

AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Oak Point Wealth Management's MCHI Position: Q1 2018 in Review

Oak Point Wealth Management opened a new position in iShares MSCI China ETF (MCHI) in Q1 2018: 4,880 shares worth $327K. The stake represents 0.33% of the portfolio and ranks #82 among its holdings.

128 funds tracked by Wall St. Rank hold MCHI as of Q1 2018.

Oak Point Wealth Management held 4,880 shares of iShares MSCI China ETF worth $327K as of Q1 2018.
iShares MSCI China ETF was a new Oak Point Wealth Management position in Q1 2018.
iShares MSCI China ETF made up 0.33% of Oak Point Wealth Management's portfolio in Q1 2018, its #82 holding.
128 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.