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Personal CFO Solutions’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Personal CFO Solutions’s Portfolio KWEB Stock Details KWEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-11,219
Closed -$464K – 368
2019
Q3 		$464K Buy
+11,219
New +$476K 0.18% 141

Other funds holding KWEB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GPC
Glen Point Capital London, United Kingdom $4.04M AUM 20.17% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Personal CFO Solutions's KWEB Position: Q4 2019 in Review

Personal CFO Solutions sold out of KraneShares CSI China Internet ETF (KWEB) in Q4 2019, closing a stake of 11,219 shares — an estimated $464K sold.

Personal CFO Solutions first reported a position in KWEB in Q3 2019 and held it in 1 quarter. The position peaked at $464K in Q3 2019. 151 funds tracked by Wall St. Rank hold KWEB as of Q4 2019.

  • Personal CFO Solutions reported no remaining KraneShares CSI China Internet ETF position as of Q4 2019 after selling out during the quarter.
  • Personal CFO Solutions sold 11,219 KraneShares CSI China Internet ETF shares in Q4 2019, an estimated $464K.
  • Personal CFO Solutions first reported a position in KraneShares CSI China Internet ETF in Q3 2019 and held it in 1 quarter.
  • Personal CFO Solutions's KraneShares CSI China Internet ETF position peaked at $464K in Q3 2019.
  • 151 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q4 2019.

Based on Personal CFO Solutions's 13F filing for Q4 2019, filed 13 Feb 2020.