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OTA Financial Group’s iShares China Large-Cap ETF FXI Stock Holding History

OTA Financial Group’s Portfolio FXI Stock Details FXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-11,749
Closed -$517K – 72
2017
Q3 		$517K Buy
+11,749
New +$503K 0.29% 37
2016
Q3 		– Sell
-10,626
Closed -$363K – 63
2016
Q2 		$363K Buy
+10,626
New +$353K 0.28% 46
2015
Q2 		$455K Buy
+10,938
New +$542K 0.32% 56
2015
Q1 		– Sell
-10,938
Closed -$455K – 73
2014
Q4 		$455K Sell
10,938
-5,928
-35% -$234K 0.32% 56
2014
Q3 		$624K Buy
+16,866
New +$676K 0.83% 37
2014
Q1 		$552K Buy
+15,432
New +$540K 0.53% 34

Other funds holding FXI

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OTA Financial Group's FXI Position: Q4 2017 in Review

OTA Financial Group sold out of iShares China Large-Cap ETF (FXI) in Q4 2017, closing a stake of 11,749 shares — an estimated $517K sold.

OTA Financial Group first reported a position in FXI in Q1 2014 and held it in 6 quarters. The position peaked at $624K in Q3 2014. 265 funds tracked by Wall St. Rank hold FXI as of Q4 2017.

  • OTA Financial Group reported no remaining iShares China Large-Cap ETF position as of Q4 2017 after selling out during the quarter.
  • OTA Financial Group sold 11,749 iShares China Large-Cap ETF shares in Q4 2017, an estimated $517K.
  • OTA Financial Group first reported a position in iShares China Large-Cap ETF in Q1 2014 and held it in 6 quarters.
  • OTA Financial Group's iShares China Large-Cap ETF position peaked at $624K in Q3 2014.
  • 265 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q4 2017.

Based on OTA Financial Group's 13F filing for Q4 2017, filed 22 Feb 2018.