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Stratos Wealth Partners’s iShares MSCI China ETF MCHI Stock Holding History

Stratos Wealth Partners’s Portfolio MCHI Stock Details MCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,420
Closed -$85K – 1799
2018
Q3 		$85K Buy
+1,420
New +$87.3K ﹤0.01% 1210
2018
Q2 		– Sell
-1,500
Closed -$103K – 1916
2018
Q1 		$103K Buy
+1,500
New +$106K ﹤0.01% 1182

Other funds holding MCHI

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
VIP
Vantage Investment Partners Kansas City, Missouri $1.45B AUM 18.96% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

Stratos Wealth Partners's MCHI Position: Q4 2018 in Review

Stratos Wealth Partners sold out of iShares MSCI China ETF (MCHI) in Q4 2018, closing a stake of 1,420 shares — an estimated $85K sold.

Stratos Wealth Partners first reported a position in MCHI in Q1 2018 and held it in 2 quarters. The position peaked at $103K in Q1 2018. 150 funds tracked by Wall St. Rank hold MCHI as of Q4 2018.

  • Stratos Wealth Partners reported no remaining iShares MSCI China ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,420 iShares MSCI China ETF shares in Q4 2018, an estimated $85K.
  • Stratos Wealth Partners first reported a position in iShares MSCI China ETF in Q1 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's iShares MSCI China ETF position peaked at $103K in Q1 2018.
  • 150 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.