Vontobel Swiss Wealth Advisors’s iShares China Large-Cap ETF FXI Stock Holding History

Vontobel Swiss 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
2020 Q3	–	Sell	-9,000	Closed	-$357K	–	69
2020 Q2	$357K	Hold	9,000	–	–	0.23%	55
2020 Q1	$338K	Hold	9,000	–	–	0.26%	63
2019 Q4	$393K	Hold	9,000	–	–	0.26%	72
2019 Q3	$358K	Hold	9,000	–	–	0.23%	77
2019 Q2	$385K	Buy	+9,000	New	+$384K	0.21%	93

Other funds holding FXI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's FXI Position: Q3 2020 in Review

Vontobel Swiss Wealth Advisors sold out of iShares China Large-Cap ETF (FXI) in Q3 2020, closing a stake of 9,000 shares — an estimated $357K sold.

Vontobel Swiss Wealth Advisors first reported a position in FXI in Q2 2019 and held it in 5 quarters. The position peaked at $393K in Q4 2019. 264 funds tracked by Wall St. Rank hold FXI as of Q3 2020.

Vontobel Swiss Wealth Advisors reported no remaining iShares China Large-Cap ETF position as of Q3 2020 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 9,000 iShares China Large-Cap ETF shares in Q3 2020, an estimated $357K.
Vontobel Swiss Wealth Advisors first reported a position in iShares China Large-Cap ETF in Q2 2019 and held it in 5 quarters.
Vontobel Swiss Wealth Advisors's iShares China Large-Cap ETF position peaked at $393K in Q4 2019.
264 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q3 2020.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q3 2020, filed 27 Oct 2020.