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Sowell Financial Services’s iShares China Large-Cap ETF FXI Stock Holding History

Sowell Financial Services’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
2017
Q1 		– Sell
-927
Closed -$36K – 373
2016
Q4 		$36K Buy
+927
New +$34.1K 0.01% 369

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CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
GPC
Glen Point Capital London, United Kingdom $4.04M AUM 20.17% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

Sowell Financial Services's FXI Position: Q1 2017 in Review

Sowell Financial Services sold out of iShares China Large-Cap ETF (FXI) in Q1 2017, closing a stake of 927 shares — an estimated $36K sold.

Sowell Financial Services first reported a position in FXI in Q4 2016 and held it in 1 quarter. The position peaked at $36K in Q4 2016. 227 funds tracked by Wall St. Rank hold FXI as of Q1 2017.

  • Sowell Financial Services reported no remaining iShares China Large-Cap ETF position as of Q1 2017 after selling out during the quarter.
  • Sowell Financial Services sold 927 iShares China Large-Cap ETF shares in Q1 2017, an estimated $36K.
  • Sowell Financial Services first reported a position in iShares China Large-Cap ETF in Q4 2016 and held it in 1 quarter.
  • Sowell Financial Services's iShares China Large-Cap ETF position peaked at $36K in Q4 2016.
  • 227 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2017.

Based on Sowell Financial Services's 13F filing for Q1 2017, filed 31 May 2017.