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

Sugarloaf 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
Q4 		– Sell
-100
Closed -$3K – 715
2020
Q3 		$3K Buy
+100
New +$3.43K ﹤0.01% 562

Other funds holding ASHR

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DFO
Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return

Sugarloaf Wealth Management's ASHR Position: Q4 2020 in Review

Sugarloaf Wealth Management sold out of Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR) in Q4 2020, closing a stake of 100 shares — an estimated $3K sold.

Sugarloaf Wealth Management first reported a position in ASHR in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 152 funds tracked by Wall St. Rank hold ASHR as of Q4 2020.

  • Sugarloaf Wealth Management reported no remaining Xtrackers Harvest CSI 300 China A-Shares ETF position as of Q4 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 100 Xtrackers Harvest CSI 300 China A-Shares ETF shares in Q4 2020, an estimated $3K.
  • Sugarloaf Wealth Management first reported a position in Xtrackers Harvest CSI 300 China A-Shares ETF in Q3 2020 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Xtrackers Harvest CSI 300 China A-Shares ETF position peaked at $3K in Q3 2020.
  • 152 funds tracked by Wall St. Rank held Xtrackers Harvest CSI 300 China A-Shares ETF as of Q4 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2020, filed 3 Feb 2021.