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Sonora Investment Management’s iShares China Large-Cap ETF FXI Stock Holding History

Sonora Investment Management’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
2020
Q4 		– Sell
-200
Closed -$8K – 1720
2020
Q3 		$8K Hold
200
– – ﹤0.01% 1296
2020
Q2 		$8K Hold
200
– – ﹤0.01% 1187
2020
Q1 		$8K Hold
200
– – ﹤0.01% 1142
2019
Q4 		$9K Sell
200
-84
-30% -$3.5K ﹤0.01% 1267
2019
Q3 		$11K Hold
284
– – ﹤0.01% 1132
2019
Q2 		$12K Buy
+284
New +$12.1K ﹤0.01% 1051

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sonora Investment Management's FXI Position: Q4 2020 in Review

Sonora Investment Management sold out of iShares China Large-Cap ETF (FXI) in Q4 2020, closing a stake of 200 shares — an estimated $8K sold.

Sonora Investment Management first reported a position in FXI in Q2 2019 and held it in 6 quarters. The position peaked at $12K in Q2 2019. 286 funds tracked by Wall St. Rank hold FXI as of Q4 2020.

  • Sonora Investment Management reported no remaining iShares China Large-Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Sonora Investment Management sold 200 iShares China Large-Cap ETF shares in Q4 2020, an estimated $8K.
  • Sonora Investment Management first reported a position in iShares China Large-Cap ETF in Q2 2019 and held it in 6 quarters.
  • Sonora Investment Management's iShares China Large-Cap ETF position peaked at $12K in Q2 2019.
  • 286 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q4 2020.

Based on Sonora Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.