Wealthspire Advisors (Maryland)’s China Fund CHN Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CHN Stock Details CHN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-706	Closed	-$14K	–	739
2019 Q1	$14K	Hold	706	–	–	﹤0.01%	1398
2018 Q4	$12K	Hold	706	–	–	﹤0.01%	1390
2018 Q3	$14K	Hold	706	–	–	﹤0.01%	1420
2018 Q2	$15K	Hold	706	–	–	﹤0.01%	1417
2018 Q1	$16K	Hold	706	–	–	﹤0.01%	1368
2017 Q4	$15K	Hold	706	–	–	﹤0.01%	1422
2017 Q3	$14K	Hold	706	–	–	﹤0.01%	1431
2017 Q2	$13K	Hold	706	–	–	﹤0.01%	1426
2017 Q1	$12K	Buy	706 +36	+5%	+$578	﹤0.01%	1259
2016 Q4	$10K	Hold	670	–	–	﹤0.01%	1213
2016 Q3	$11K	Hold	670	–	–	﹤0.01%	1224
2016 Q2	$10K	Buy	+670	New	+$9.57K	﹤0.01%	1195
2016 Q1	–	Sell	-771	Closed	-$12K	–	1749
2015 Q4	$12K	Buy	+771	New	+$13.1K	﹤0.01%	1136

Other funds holding CHN

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return

FWSM

First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CHN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of China Fund (CHN) in Q2 2019, closing a stake of 706 shares — an estimated $14K sold.

Wealthspire Advisors (Maryland) first reported a position in CHN in Q4 2015 and held it in 13 quarters. The position peaked at $16K in Q1 2018. 34 funds tracked by Wall St. Rank hold CHN as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining China Fund position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 706 China Fund shares in Q2 2019, an estimated $14K.
Wealthspire Advisors (Maryland) first reported a position in China Fund in Q4 2015 and held it in 13 quarters.
Wealthspire Advisors (Maryland)'s China Fund position peaked at $16K in Q1 2018.
34 funds tracked by Wall St. Rank held China Fund as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.