Reilly Financial Advisors’s Global X MSCI China Financials ETF CHIX Stock Holding History

Reilly Financial Advisors’s Portfolio CHIX Stock Details CHIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-200	Closed	-$3K	–	1524
2015 Q3	$3K	Hold	200	–	–	﹤0.01%	1109
2015 Q2	$4K	Hold	200	–	–	﹤0.01%	1140
2015 Q1	$3K	Hold	200	–	–	﹤0.01%	1131
2014 Q4	$3K	Hold	200	–	–	﹤0.01%	730
2014 Q3	$3K	Buy	+200	New	+$2.69K	﹤0.01%	746

Other funds holding CHIX

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

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

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

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

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Reilly Financial Advisors's CHIX Position: Q4 2015 in Review

Reilly Financial Advisors sold out of Global X MSCI China Financials ETF (CHIX) in Q4 2015, closing a stake of 200 shares — an estimated $3K sold.

Reilly Financial Advisors first reported a position in CHIX in Q3 2014 and held it in 5 quarters. The position peaked at $4K in Q2 2015. 22 funds tracked by Wall St. Rank hold CHIX as of Q4 2015.

Reilly Financial Advisors reported no remaining Global X MSCI China Financials ETF position as of Q4 2015 after selling out during the quarter.
Reilly Financial Advisors sold 200 Global X MSCI China Financials ETF shares in Q4 2015, an estimated $3K.
Reilly Financial Advisors first reported a position in Global X MSCI China Financials ETF in Q3 2014 and held it in 5 quarters.
Reilly Financial Advisors's Global X MSCI China Financials ETF position peaked at $4K in Q2 2015.
22 funds tracked by Wall St. Rank held Global X MSCI China Financials ETF as of Q4 2015.

Based on Reilly Financial Advisors's 13F filing for Q4 2015, filed 22 Jan 2016.