Whitener Capital Management’s iShares Asia 50 ETF AIA Stock Holding History

Whitener Capital Management’s Portfolio AIA Stock Details AIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-900	Closed	-$52K	–	149
2019 Q3	$52K	Hold	900	–	–	0.03%	219
2019 Q2	$55K	Hold	900	–	–	0.03%	216
2019 Q1	$55K	Hold	900	–	–	0.04%	207
2018 Q4	$49K	Hold	900	–	–	0.04%	193
2018 Q3	$56K	Buy	+900	New	+$56K	0.04%	193
2018 Q2	–	Sell	-900	Closed	-$61K	–	133
2018 Q1	$61K	Buy	900 +500	+125%	+$34.5K	0.05%	176
2017 Q4	$26K	Buy	+400	New	+$26K	0.02%	232

Other funds holding AIA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Whitener Capital Management's AIA Position: Q4 2019 in Review

Whitener Capital Management sold out of iShares Asia 50 ETF (AIA) in Q4 2019, closing a stake of 900 shares — an estimated $52K sold.

Whitener Capital Management first reported a position in AIA in Q4 2017 and held it in 7 quarters. The position peaked at $61K in Q1 2018. 66 funds tracked by Wall St. Rank hold AIA as of Q4 2019.

Whitener Capital Management reported no remaining iShares Asia 50 ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 900 iShares Asia 50 ETF shares in Q4 2019, an estimated $52K.
Whitener Capital Management first reported a position in iShares Asia 50 ETF in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's iShares Asia 50 ETF position peaked at $61K in Q1 2018.
66 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.