Selective Wealth Management’s Xtrackers Harvest CSI 300 China A-Shares ETF ASHR Stock Holding History

Selective Wealth Management’s Portfolio ASHR Stock Details ASHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-194	Closed	-$6K	–	314
2020 Q2	$6K	Hold	194	–	–	0.01%	276
2020 Q1	$5K	Hold	194	–	–	0.01%	195
2019 Q4	$6K	Hold	194	–	–	0.01%	196
2019 Q3	$5K	Buy	+194	New	+$5.34K	0.01%	217

Other funds holding ASHR

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

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

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

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Selective Wealth Management's ASHR Position: Q3 2020 in Review

Selective Wealth Management sold out of Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR) in Q3 2020, closing a stake of 194 shares — an estimated $6K sold.

Selective Wealth Management first reported a position in ASHR in Q3 2019 and held it in 4 quarters. The position peaked at $6K in Q2 2020. 144 funds tracked by Wall St. Rank hold ASHR as of Q3 2020.

Selective Wealth Management reported no remaining Xtrackers Harvest CSI 300 China A-Shares ETF position as of Q3 2020 after selling out during the quarter.
Selective Wealth Management sold 194 Xtrackers Harvest CSI 300 China A-Shares ETF shares in Q3 2020, an estimated $6K.
Selective Wealth Management first reported a position in Xtrackers Harvest CSI 300 China A-Shares ETF in Q3 2019 and held it in 4 quarters.
Selective Wealth Management's Xtrackers Harvest CSI 300 China A-Shares ETF position peaked at $6K in Q2 2020.
144 funds tracked by Wall St. Rank held Xtrackers Harvest CSI 300 China A-Shares ETF as of Q3 2020.

Based on Selective Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.