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TCM
Twele Capital Management’s
iShares China Large-Cap ETF
FXI
Stock Holding History
Twele Capital Management’s Portfolio
FXI Stock Details
FXI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2016
Q1
–
Sell
-43,592
Closed
-$1.54M
–
48
2015
Q4
$1.54M
Sell
43,592
-1,333
-3%
-$50.1K
0.47%
33
2015
Q3
$1.59M
Sell
44,925
-10,816
-19%
-$420K
0.48%
36
2015
Q2
$2.57M
Sell
55,741
-300
-0.5%
-$14.9K
0.73%
32
2015
Q1
$2.49M
Hold
56,041
–
–
0.71%
32
2014
Q4
$2.33M
Hold
56,041
–
–
0.67%
32
2014
Q3
$2.15M
Buy
56,041
+4,700
+9%
+$188K
0.64%
33
2014
Q2
$1.9M
Sell
51,341
-9,355
-15%
-$339K
0.57%
35
2014
Q1
$2.17M
Hold
60,696
–
–
0.66%
33
2013
Q4
$2.33M
Sell
60,696
-22
-0%
-$840
0.73%
32
2013
Q3
$2.25M
Hold
60,718
–
–
0.74%
32
2013
Q2
$1.98M
Buy
+60,718
New
+$2.19M
0.68%
33
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$1.66T AUM
25.57%
1-Year Est. Return
CS
Credit Suisse
Zurich, Switzerland
$104B AUM
34.76%
1-Year Est. Return
CA
Commerzbank Aktiengesellschaft
Frankfurt, Germany
$4.78B AUM
25.31%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Barclays
London, United Kingdom
$280B AUM
33.63%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$77.3B AUM
36.07%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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