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Welch Capital Partners’s iShares China Large-Cap ETF FXI Stock Holding History

Welch Capital Partners’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
2013
Q3 		– Sell
-600
Closed -$20K – 52
2013
Q2 		$20K Buy
+600
New +$21.6K 0.01% 50

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DCM
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Welch Capital Partners's FXI Position: Q3 2013 in Review

Welch Capital Partners sold out of iShares China Large-Cap ETF (FXI) in Q3 2013, closing a stake of 600 shares — an estimated $20K sold.

Welch Capital Partners first reported a position in FXI in Q2 2013 and held it in 1 quarter. The position peaked at $20K in Q2 2013. 308 funds tracked by Wall St. Rank hold FXI as of Q3 2013.

  • Welch Capital Partners reported no remaining iShares China Large-Cap ETF position as of Q3 2013 after selling out during the quarter.
  • Welch Capital Partners sold 600 iShares China Large-Cap ETF shares in Q3 2013, an estimated $20K.
  • Welch Capital Partners first reported a position in iShares China Large-Cap ETF in Q2 2013 and held it in 1 quarter.
  • Welch Capital Partners's iShares China Large-Cap ETF position peaked at $20K in Q2 2013.
  • 308 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q3 2013.

Based on Welch Capital Partners's 13F filing for Q3 2013, filed 12 Nov 2013.