Wealthspire Advisors (Maryland)’s KraneShares CSI China Internet ETF KWEB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$208K	Buy	+3,050	New	+$207K	0.01%	447
2019 Q2	–	Sell	-2,395	Closed	-$113K	–	1287
2019 Q1	$113K	Buy	2,395 +400	+20%	+$17.5K	0.01%	600
2018 Q4	$75K	Sell	1,995 -500	-20%	-$21.1K	0.01%	703
2018 Q3	$122K	Buy	2,495 +300	+14%	+$15.9K	0.01%	612
2018 Q2	$131K	Hold	2,195	–	–	0.01%	597
2018 Q1	$135K	Sell	2,195 -750	-25%	-$48.1K	0.01%	593
2017 Q4	$173K	Sell	2,945 -55	-2%	-$3.19K	0.02%	538
2017 Q3	$171K	Buy	3,000 +500	+20%	+$27.3K	0.02%	531
2017 Q2	$120K	Buy	+2,500	New	+$116K	0.01%	621

Other funds holding KWEB

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s KWEB Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in KraneShares CSI China Internet ETF (KWEB) in Q3 2020: 3,050 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #447 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in KWEB as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in KWEB in Q2 2017 and has held it in 9 quarters since. 211 funds tracked by Wall St. Rank hold KWEB as of Q3 2020.

Wealthspire Advisors (Maryland) held 3,050 shares of KraneShares CSI China Internet ETF worth $208K as of Q3 2020.
KraneShares CSI China Internet ETF was a new Wealthspire Advisors (Maryland) position in Q3 2020.
KraneShares CSI China Internet ETF made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #447 holding.
Wealthspire Advisors (Maryland) first reported a position in KraneShares CSI China Internet ETF in Q2 2017 and has held it in 9 quarters since.
211 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.