Patriot Financial Group Insurance Agency’s iShares China Large-Cap ETF FXI Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-285	Closed	-$12K	–	1361
2019 Q2	$12K	Sell	285 -4	-1%	-$171	0.01%	762
2019 Q1	$13K	Hold	289	–	–	0.01%	647
2018 Q4	$11K	Hold	289	–	–	0.01%	593
2018 Q3	$12K	Buy	+289	New	+$12.2K	0.01%	590
2018 Q2	–	Sell	-1,245	Closed	-$58K	–	703
2018 Q1	$58K	Sell	1,245 -125	-9%	-$6.14K	0.04%	288
2017 Q4	$66K	Sell	1,370 -200	-13%	-$9.23K	0.05%	258
2017 Q3	$72K	Sell	1,570 -100	-6%	-$4.29K	0.06%	209
2017 Q2	$66K	Hold	1,670	–	–	0.07%	203
2017 Q1	$65K	Buy	1,670 +120	+8%	+$4.52K	0.07%	194
2016 Q4	$56K	Buy	+1,550	New	+$57.1K	0.08%	200

Other funds holding FXI

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FXI Position: Q3 2019 in Review

Patriot Financial Group Insurance Agency sold out of iShares China Large-Cap ETF (FXI) in Q3 2019, closing a stake of 285 shares — an estimated $12K sold.

Patriot Financial Group Insurance Agency first reported a position in FXI in Q4 2016 and held it in 10 quarters. The position peaked at $72K in Q3 2017. 284 funds tracked by Wall St. Rank hold FXI as of Q3 2019.

Patriot Financial Group Insurance Agency reported no remaining iShares China Large-Cap ETF position as of Q3 2019 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 285 iShares China Large-Cap ETF shares in Q3 2019, an estimated $12K.
Patriot Financial Group Insurance Agency first reported a position in iShares China Large-Cap ETF in Q4 2016 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's iShares China Large-Cap ETF position peaked at $72K in Q3 2017.
284 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q3 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2019, filed 25 Oct 2019.