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Paradigm Financial Advisors’s iShares China Large-Cap ETF FXI Stock Holding History

Paradigm Financial Advisors’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
2019
Q1 		– Sell
-1,100
Closed -$43K – 127
2018
Q4 		$43K Sell
1,100
-12,000
-92% -$485K 0.02% 126
2018
Q3 		$560K Buy
13,100
+12,000
+1,091% +$508K 0.22% 68
2018
Q2 		$47K Hold
1,100
– – 0.02% 119
2018
Q1 		$51K Buy
+1,100
New +$54K 0.02% 122

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MCM
Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return
CHP
Castle Hook Partners New York $21.8B AUM 215.45% 1-Year Est. Return

Paradigm Financial Advisors's FXI Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of iShares China Large-Cap ETF (FXI) in Q2 2014, closing a stake of 184 shares — an estimated $7K sold.

Paradigm Financial Advisors first reported a position in FXI in Q4 2013 and held it in 2 quarters. The position peaked at $241K in Q4 2013. 274 funds tracked by Wall St. Rank hold FXI as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining iShares China Large-Cap ETF position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 184 iShares China Large-Cap ETF shares in Q2 2014, an estimated $7K.
  • Paradigm Financial Advisors first reported a position in iShares China Large-Cap ETF in Q4 2013 and held it in 2 quarters.
  • Paradigm Financial Advisors's iShares China Large-Cap ETF position peaked at $241K in Q4 2013.
  • 274 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.