Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
OWP
Obermeyer Wealth Partners’s
iShares MSCI China ETF
MCHI
Stock Holding History
Obermeyer Wealth Partners’s Portfolio
MCHI Stock Details
MCHI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
–
Sell
-4,370
Closed
-$244K
–
226
2022
Q2
$244K
Sell
4,370
-2,449
-36%
-$126K
0.02%
172
2022
Q1
$361K
Hold
6,819
–
–
0.02%
146
2021
Q4
$428K
Hold
6,819
–
–
0.02%
131
2021
Q3
$460K
Hold
6,819
–
–
0.03%
127
2021
Q2
$562K
Sell
6,819
-6,060
-47%
-$493K
0.03%
117
2021
Q1
$1.05M
Buy
+12,879
New
+$1.13M
0.06%
74
Other funds holding MCHI
Citigroup
New York
$235B AUM
32.99%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Jane Street
New York
$777B AUM
61.18%
1-Year Est. Return
RBA
Richard Bernstein Advisors
New York
$3.45B AUM
16.24%
1-Year Est. Return
CS
Credit Suisse
Zurich, Switzerland
$104B AUM
34.76%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
RCG
Rock Creek Group
Washington, District of Columbia
$988M AUM
8.89%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close