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Winthrop Partners - WNY’s iShares China Large-Cap ETF FXI Stock Holding History

Winthrop Partners - WNY’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
2018
Q4 		– Sell
-63
Closed -$2.7K – 250
2018
Q3 		$2.7K Buy
+63
New +$2.67K ﹤0.01% 276

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Morgan Stanley
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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Barclays
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Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
OAC
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Winthrop Partners - WNY's FXI Position: Q4 2018 in Review

Winthrop Partners - WNY sold out of iShares China Large-Cap ETF (FXI) in Q4 2018, closing a stake of 63 shares — an estimated $2.7K sold.

Winthrop Partners - WNY first reported a position in FXI in Q3 2018 and held it in 1 quarter. The position peaked at $2.7K in Q3 2018. 289 funds tracked by Wall St. Rank hold FXI as of Q4 2018.

  • Winthrop Partners - WNY reported no remaining iShares China Large-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Winthrop Partners - WNY sold 63 iShares China Large-Cap ETF shares in Q4 2018, an estimated $2.7K.
  • Winthrop Partners - WNY first reported a position in iShares China Large-Cap ETF in Q3 2018 and held it in 1 quarter.
  • Winthrop Partners - WNY's iShares China Large-Cap ETF position peaked at $2.7K in Q3 2018.
  • 289 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q4 2018.

Based on Winthrop Partners - WNY's 13F filing for Q4 2018, filed 22 Jan 2019.