Winslow Evans & Crocker’s iShares China Large-Cap ETF FXI Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$13K	Buy	+276	New	+$12.6K	﹤0.01%	893
2016 Q2	–	Sell	-270	Closed	-$9.12K	–	1292
2016 Q1	$9.12K	Hold	270	–	–	﹤0.01%	900
2015 Q4	$9.53K	Hold	270	–	–	﹤0.01%	919
2015 Q3	$9.58K	Hold	270	–	–	﹤0.01%	895
2015 Q2	$12.4K	Hold	270	–	–	﹤0.01%	877
2015 Q1	$12K	Hold	270	–	–	﹤0.01%	845
2014 Q4	$11.2K	Sell	270 -136	-33%	-$5.37K	﹤0.01%	859
2014 Q3	$15.5K	Buy	406 +1	+0.2%	+$40	﹤0.01%	802
2014 Q2	$15K	Sell	405 -125	-24%	-$4.53K	0.01%	745
2014 Q1	$19K	Sell	530 -150	-22%	-$5.25K	0.01%	686
2013 Q4	$26K	Buy	+680	New	+$26K	0.01%	629

Other funds holding FXI

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

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

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

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

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

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Winslow Evans & Crocker's FXI Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in iShares China Large-Cap ETF (FXI) in Q4 2020: 276 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #893 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in FXI as recently as Q1 2016.

Winslow Evans & Crocker first reported a position in FXI in Q4 2013 and has held it in 11 quarters since. The position peaked at $26K in Q4 2013. 286 funds tracked by Wall St. Rank hold FXI as of Q4 2020.

Winslow Evans & Crocker held 276 shares of iShares China Large-Cap ETF worth $13K as of Q4 2020.
iShares China Large-Cap ETF was a new Winslow Evans & Crocker position in Q4 2020.
iShares China Large-Cap ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #893 holding.
Winslow Evans & Crocker first reported a position in iShares China Large-Cap ETF in Q4 2013 and has held it in 11 quarters since.
Winslow Evans & Crocker's iShares China Large-Cap ETF position peaked at $26K in Q4 2013.
286 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.