Partnervest Advisory Services’s iShares MSCI China ETF MCHI Stock Holding History

Partnervest Advisory Services’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
2020 Q3	$254K	Sell	3,431 -565	-14%	-$41.4K	0.08%	193
2020 Q2	$262K	Sell	3,996 -219	-5%	-$13.5K	0.1%	162
2020 Q1	$241K	Buy	4,215 +227	+6%	+$14K	0.11%	158
2019 Q4	$256K	Sell	3,988 -175	-4%	-$10.5K	0.09%	168
2019 Q3	$233K	Buy	4,163 +176	+4%	+$10.1K	0.08%	198
2019 Q2	$237K	Buy	3,987 +106	+3%	+$6.37K	0.09%	183
2019 Q1	$242K	Buy	+3,881	New	+$229K	0.1%	185

Other funds holding MCHI

Barclays London, United Kingdom $416B AUM 33.63% 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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Partnervest Advisory Services's MCHI Position: Q3 2020 in Review

Partnervest Advisory Services reduced its iShares MSCI China ETF (MCHI) stake by 14% in Q3 2020, selling an estimated $41.4K and leaving 3,431 shares worth $254K. The position accounts for 0.08% of the portfolio, ranked #193.

Partnervest Advisory Services first reported a position in MCHI in Q1 2019 and has held it in 7 quarters since. The position peaked at $262K in Q2 2020. 202 funds tracked by Wall St. Rank hold MCHI as of Q3 2020.

Partnervest Advisory Services held 3,431 shares of iShares MSCI China ETF worth $254K as of Q3 2020.
Partnervest Advisory Services sold 565 iShares MSCI China ETF shares in Q3 2020, an estimated $41.4K.
iShares MSCI China ETF made up 0.08% of Partnervest Advisory Services's portfolio in Q3 2020, its #193 holding.
Partnervest Advisory Services first reported a position in iShares MSCI China ETF in Q1 2019 and has held it in 7 quarters since.
Partnervest Advisory Services's iShares MSCI China ETF position peaked at $262K in Q2 2020.
202 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.