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Wealthspire Advisors (Maryland)’s iShares MSCI China ETF MCHI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio MCHI Stock Details MCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,178
Closed -$174K – 2373
2017
Q2 		$174K Buy
+3,178
New +$167K 0.02% 501

Other funds holding MCHI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MCHI Position: Q3 2017 in Review

Wealthspire Advisors (Maryland) sold out of iShares MSCI China ETF (MCHI) in Q3 2017, closing a stake of 3,178 shares — an estimated $174K sold.

Wealthspire Advisors (Maryland) first reported a position in MCHI in Q2 2017 and held it in 1 quarter. The position peaked at $174K in Q2 2017. 98 funds tracked by Wall St. Rank hold MCHI as of Q3 2017.

  • Wealthspire Advisors (Maryland) reported no remaining iShares MSCI China ETF position as of Q3 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,178 iShares MSCI China ETF shares in Q3 2017, an estimated $174K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares MSCI China ETF in Q2 2017 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s iShares MSCI China ETF position peaked at $174K in Q2 2017.
  • 98 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2017, filed 8 Nov 2017.