SWP
CHN

Stratos Wealth Partners’s China Fund CHN Stock Holding History

Stratos Wealth Partners’s Portfolio CHN Stock Details CHN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-86
Closed -$2K – 1221
2018
Q1 		$2K Hold
86
– – ﹤0.01% 2830
2017
Q4 		$2K Buy
+86
New +$1.83K ﹤0.01% 2588

Other funds holding CHN

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return

Stratos Wealth Partners's CHN Position: Q2 2018 in Review

Stratos Wealth Partners sold out of China Fund (CHN) in Q2 2018, closing a stake of 86 shares — an estimated $2K sold.

Stratos Wealth Partners first reported a position in CHN in Q4 2017 and held it in 2 quarters. The position peaked at $2K in Q1 2018. 39 funds tracked by Wall St. Rank hold CHN as of Q2 2018.

  • Stratos Wealth Partners reported no remaining China Fund position as of Q2 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 86 China Fund shares in Q2 2018, an estimated $2K.
  • Stratos Wealth Partners first reported a position in China Fund in Q4 2017 and held it in 2 quarters.
  • Stratos Wealth Partners's China Fund position peaked at $2K in Q1 2018.
  • 39 funds tracked by Wall St. Rank held China Fund as of Q2 2018.

Based on Stratos Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.