WA
FXI icon

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

WFG Advisors’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
2017
Q2 		$376K Buy
9,475
+8,175
+629% +$320K 0.09% 248
2017
Q1 		$50K Sell
1,300
-150
-10% -$5.65K 0.01% 656
2016
Q4 		$50K Sell
1,450
-1,531
-51% -$56.4K 0.01% 720
2016
Q3 		$113K Buy
2,981
+259
+10% +$9.5K 0.03% 489
2016
Q2 		$93K Buy
2,722
+73
+3% +$2.42K 0.02% 515
2016
Q1 		$89K Buy
2,649
+60
+2% +$1.88K 0.03% 503
2015
Q4 		$91K Sell
2,589
-262
-9% -$9.85K 0.03% 495
2015
Q3 		$101K Buy
2,851
+300
+12% +$11.7K 0.03% 469
2015
Q2 		$118K Buy
2,551
+2,013
+374% +$99.7K 0.03% 486
2015
Q1 		$24K Hold
538
– – 0.01% 930
2014
Q4 		$22K Buy
538
+4
+0.7% +$158 ﹤0.01% 1180
2014
Q3 		$20K Buy
534
+5
+0.9% +$200 ﹤0.01% 1277
2014
Q2 		$20K Sell
529
-3,315
-86% -$120K ﹤0.01% 1272
2014
Q1 		$138K Buy
3,844
+776
+25% +$27.2K 0.03% 527
2013
Q4 		$118K Sell
3,068
-538
-15% -$20.5K 0.02% 683
2013
Q3 		$134K Sell
3,606
-162
-4% -$5.75K 0.02% 607
2013
Q2 		$123K Buy
+3,768
New +$136K 0.02% 591

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PC
Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

WFG Advisors's FXI Position: Q2 2017 in Review

WFG Advisors increased its iShares China Large-Cap ETF (FXI) stake by 629% in Q2 2017, buying an estimated $320K and bringing the position to 9,475 shares worth $376K. The position accounts for 0.09% of the portfolio, ranked #248.

WFG Advisors first reported a position in FXI in Q2 2013 and has held it in 17 quarters since. 238 funds tracked by Wall St. Rank hold FXI as of Q2 2017.

  • WFG Advisors held 9,475 shares of iShares China Large-Cap ETF worth $376K as of Q2 2017.
  • WFG Advisors bought 8,175 iShares China Large-Cap ETF shares in Q2 2017, an estimated $320K.
  • iShares China Large-Cap ETF made up 0.09% of WFG Advisors's portfolio in Q2 2017, its #248 holding.
  • WFG Advisors first reported a position in iShares China Large-Cap ETF in Q2 2013 and has held it in 17 quarters since.
  • 238 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.