WEC
CHN

Winslow Evans & Crocker’s China Fund CHN Stock Holding History

Winslow Evans & Crocker’s Portfolio CHN Stock Details CHN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-300
Closed -$5.97K – 1302
2014
Q1 		$5.97K Sell
300
-2,657
-90% -$52.8K ﹤0.01% 980
2013
Q4 		$62K Buy
+2,957
New +$66.6K 0.02% 479

Other funds holding CHN

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
SFPIA
Stevens First Principles Investment Advisors Newport Beach, California $172M AUM 9.93% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $6.07M AUM 35.69% 1-Year Est. Return
KC
Kingfisher Capital Charlotte, North Carolina $437M AUM 41.72% 1-Year Est. Return

Winslow Evans & Crocker's CHN Position: Q2 2014 in Review

Winslow Evans & Crocker sold out of China Fund (CHN) in Q2 2014, closing a stake of 300 shares — an estimated $5.97K sold.

Winslow Evans & Crocker first reported a position in CHN in Q4 2013 and held it in 2 quarters. The position peaked at $62K in Q4 2013. 42 funds tracked by Wall St. Rank hold CHN as of Q2 2014.

  • Winslow Evans & Crocker reported no remaining China Fund position as of Q2 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 300 China Fund shares in Q2 2014, an estimated $5.97K.
  • Winslow Evans & Crocker first reported a position in China Fund in Q4 2013 and held it in 2 quarters.
  • Winslow Evans & Crocker's China Fund position peaked at $62K in Q4 2013.
  • 42 funds tracked by Wall St. Rank held China Fund as of Q2 2014.

Based on Winslow Evans & Crocker's 13F filing for Q2 2014, filed 16 Jul 2014.