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Wellington Shields Capital Management’s iShares China Large-Cap ETF FXI Stock Holding History

Wellington Shields Capital Management’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
2022
Q1 		– Sell
-39,162
Closed -$1.43M – 332
2021
Q4 		$1.43M Buy
+39,162
New +$1.54M 0.18% 113

Other funds holding FXI

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Wellington Shields Capital Management's FXI Position: Q1 2022 in Review

Wellington Shields Capital Management sold out of iShares China Large-Cap ETF (FXI) in Q1 2022, closing a stake of 39,162 shares — an estimated $1.43M sold.

Wellington Shields Capital Management first reported a position in FXI in Q4 2021 and held it in 1 quarter. The position peaked at $1.43M in Q4 2021. 272 funds tracked by Wall St. Rank hold FXI as of Q1 2022.

  • Wellington Shields Capital Management reported no remaining iShares China Large-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Wellington Shields Capital Management sold 39,162 iShares China Large-Cap ETF shares in Q1 2022, an estimated $1.43M.
  • Wellington Shields Capital Management first reported a position in iShares China Large-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Wellington Shields Capital Management's iShares China Large-Cap ETF position peaked at $1.43M in Q4 2021.
  • 272 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2022.

Based on Wellington Shields Capital Management's 13F filing for Q1 2022, filed 12 May 2022.