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Summit Financial Wealth Advisors’s iShares China Large-Cap ETF FXI Stock Holding History

Summit Financial Wealth Advisors’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
2019
Q3 		– Sell
-37,106
Closed -$1.59M – 150
2019
Q2 		$1.59M Buy
+37,106
New +$1.59M 0.39% 59

Other funds holding FXI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Summit Financial Wealth Advisors's FXI Position: Q3 2019 in Review

Summit Financial Wealth Advisors sold out of iShares China Large-Cap ETF (FXI) in Q3 2019, closing a stake of 37,106 shares — an estimated $1.59M sold.

Summit Financial Wealth Advisors first reported a position in FXI in Q2 2019 and held it in 1 quarter. The position peaked at $1.59M in Q2 2019. 284 funds tracked by Wall St. Rank hold FXI as of Q3 2019.

  • Summit Financial Wealth Advisors reported no remaining iShares China Large-Cap ETF position as of Q3 2019 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 37,106 iShares China Large-Cap ETF shares in Q3 2019, an estimated $1.59M.
  • Summit Financial Wealth Advisors first reported a position in iShares China Large-Cap ETF in Q2 2019 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's iShares China Large-Cap ETF position peaked at $1.59M in Q2 2019.
  • 284 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q3 2019.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.