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Wealthspire Advisors (Maryland)’s iShares China Large-Cap ETF FXI Stock Holding History

Wealthspire Advisors (Maryland)’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
2017
Q1 		– Sell
-750
Closed -$26K – 1957
2016
Q4 		$26K Sell
750
-2,500
-77% -$92K ﹤0.01% 944
2016
Q3 		$124K Hold
3,250
– – 0.02% 508
2016
Q2 		$111K Buy
3,250
+750
+30% +$24.9K 0.02% 512
2016
Q1 		$84K Hold
2,500
– – 0.01% 565
2015
Q4 		$88K Buy
+2,500
New +$94K 0.02% 555

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
GPC
Glen Point Capital London, United Kingdom $4.04M AUM 20.17% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FXI Position: Q1 2017 in Review

Wealthspire Advisors (Maryland) sold out of iShares China Large-Cap ETF (FXI) in Q1 2017, closing a stake of 750 shares — an estimated $26K sold.

Wealthspire Advisors (Maryland) first reported a position in FXI in Q4 2015 and held it in 5 quarters. The position peaked at $124K in Q3 2016. 227 funds tracked by Wall St. Rank hold FXI as of Q1 2017.

  • Wealthspire Advisors (Maryland) reported no remaining iShares China Large-Cap ETF position as of Q1 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 750 iShares China Large-Cap ETF shares in Q1 2017, an estimated $26K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares China Large-Cap ETF in Q4 2015 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s iShares China Large-Cap ETF position peaked at $124K in Q3 2016.
  • 227 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2017, filed 9 May 2017.