WESPAC Advisors SoCal’s iShares China Large-Cap ETF FXI Stock Holding History

WESPAC Advisors SoCal’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
2019 Q2	–	Sell	-510	Closed	-$22K	–	167
2019 Q1	$22K	Buy	+510	New	+$21.8K	0.01%	166
2018 Q4	–	Hold	0	–	–	–	183
2018 Q3	–	Hold	0	–	–	–	181
2018 Q2	–	Sell	-510	Closed	-$24K	–	146
2018 Q1	$24K	Buy	+510	New	+$25K	0.01%	150

Other funds holding FXI

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

WESPAC Advisors SoCal's FXI Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of iShares China Large-Cap ETF (FXI) in Q2 2019, closing a stake of 510 shares — an estimated $22K sold.

WESPAC Advisors SoCal first reported a position in FXI in Q1 2018 and held it in 2 quarters. The position peaked at $24K in Q1 2018. 311 funds tracked by Wall St. Rank hold FXI as of Q2 2019.

WESPAC Advisors SoCal reported no remaining iShares China Large-Cap ETF position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 510 iShares China Large-Cap ETF shares in Q2 2019, an estimated $22K.
WESPAC Advisors SoCal first reported a position in iShares China Large-Cap ETF in Q1 2018 and held it in 2 quarters.
WESPAC Advisors SoCal's iShares China Large-Cap ETF position peaked at $24K in Q1 2018.
311 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.