Patriot Financial Group Insurance Agency’s iShares MSCI China Small-Cap ETF ECNS Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio ECNS Stock Details ECNS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-90	Closed	-$3K	–	1347
2019 Q3	$3K	Hold	90	–	–	﹤0.01%	1019
2019 Q2	$4K	Hold	90	–	–	﹤0.01%	981
2019 Q1	$4K	Hold	90	–	–	﹤0.01%	890
2018 Q4	$4K	Hold	90	–	–	﹤0.01%	751
2018 Q3	$4K	Buy	+90	New	+$4.3K	﹤0.01%	771

Other funds holding ECNS

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's ECNS Position: Q4 2019 in Review

Patriot Financial Group Insurance Agency sold out of iShares MSCI China Small-Cap ETF (ECNS) in Q4 2019, closing a stake of 90 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in ECNS in Q3 2018 and held it in 5 quarters. The position peaked at $4K in Q2 2019. 14 funds tracked by Wall St. Rank hold ECNS as of Q4 2019.

Patriot Financial Group Insurance Agency reported no remaining iShares MSCI China Small-Cap ETF position as of Q4 2019 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 90 iShares MSCI China Small-Cap ETF shares in Q4 2019, an estimated $3K.
Patriot Financial Group Insurance Agency first reported a position in iShares MSCI China Small-Cap ETF in Q3 2018 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's iShares MSCI China Small-Cap ETF position peaked at $4K in Q2 2019.
14 funds tracked by Wall St. Rank held iShares MSCI China Small-Cap ETF as of Q4 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2019, filed 22 Jan 2020.