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Wellesley Investment Partners’s iShares China Large-Cap ETF FXI Stock Holding History

Wellesley Investment 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
2016
Q1 		– Sell
-20,893
Closed -$737K – 91
2015
Q4 		$737K Buy
+20,893
New +$785K 0.51% 25

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wellesley Investment Partners's FXI Position: Q1 2016 in Review

Wellesley Investment Partners sold out of iShares China Large-Cap ETF (FXI) in Q1 2016, closing a stake of 20,893 shares — an estimated $737K sold.

Wellesley Investment Partners first reported a position in FXI in Q4 2015 and held it in 1 quarter. The position peaked at $737K in Q4 2015. 258 funds tracked by Wall St. Rank hold FXI as of Q1 2016.

  • Wellesley Investment Partners reported no remaining iShares China Large-Cap ETF position as of Q1 2016 after selling out during the quarter.
  • Wellesley Investment Partners sold 20,893 iShares China Large-Cap ETF shares in Q1 2016, an estimated $737K.
  • Wellesley Investment Partners first reported a position in iShares China Large-Cap ETF in Q4 2015 and held it in 1 quarter.
  • Wellesley Investment Partners's iShares China Large-Cap ETF position peaked at $737K in Q4 2015.
  • 258 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2016.

Based on Wellesley Investment Partners's 13F filing for Q1 2016, filed 11 May 2016.