VFA
CHIX

Valeo Financial Advisors’s Global X MSCI China Financials ETF CHIX Stock Holding History

Valeo Financial Advisors’s Portfolio CHIX Stock Details CHIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-275
Closed -$5K – 1728
2019
Q1 		$5K Buy
+275
New +$4.53K ﹤0.01% 1213
2018
Q4 		– Sell
-85
Closed -$1K – 1886
2018
Q3 		$1K Hold
85
– – ﹤0.01% 1759
2018
Q2 		$1K Buy
+85
New +$1.55K ﹤0.01% 1593

Other funds holding CHIX

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Valeo Financial Advisors's CHIX Position: Q2 2019 in Review

Valeo Financial Advisors sold out of Global X MSCI China Financials ETF (CHIX) in Q2 2019, closing a stake of 275 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in CHIX in Q2 2018 and held it in 3 quarters. The position peaked at $5K in Q1 2019. 20 funds tracked by Wall St. Rank hold CHIX as of Q2 2019.

  • Valeo Financial Advisors reported no remaining Global X MSCI China Financials ETF position as of Q2 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 275 Global X MSCI China Financials ETF shares in Q2 2019, an estimated $5K.
  • Valeo Financial Advisors first reported a position in Global X MSCI China Financials ETF in Q2 2018 and held it in 3 quarters.
  • Valeo Financial Advisors's Global X MSCI China Financials ETF position peaked at $5K in Q1 2019.
  • 20 funds tracked by Wall St. Rank held Global X MSCI China Financials ETF as of Q2 2019.

Based on Valeo Financial Advisors's 13F filing for Q2 2019, filed 10 Jul 2019.