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Wunderlich Capital Managemnt’s iShares China Large-Cap ETF FXI Stock Holding History

Wunderlich Capital Managemnt’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
2021
Q3 		– Sell
-4,598
Closed -$213K – 91
2021
Q2 		$213K Buy
4,598
+43
+0.9% +$1.99K 0.11% 82
2021
Q1 		$213K Sell
4,555
-3,256
-42% -$162K 0.12% 76
2020
Q4 		$363K Hold
7,811
– – 0.2% 77
2020
Q3 		$328K Buy
7,811
+177
+2% +$7.61K 0.2% 76
2020
Q2 		$303K Sell
7,634
-1,278
-14% -$49.8K 0.21% 71
2020
Q1 		$335K Buy
8,912
+165
+2% +$6.72K 0.28% 65
2019
Q4 		$382K Hold
8,747
– – 0.24% 77
2019
Q3 		$348K Buy
8,747
+102
+1% +$4.14K 0.24% 74
2019
Q2 		$370K Sell
8,645
-364
-4% -$15.5K 0.25% 79
2019
Q1 		$398K Sell
9,009
-327
-4% -$14K 0.28% 77
2018
Q4 		$365K Sell
9,336
-298
-3% -$12K 0.28% 80
2018
Q3 		$413K Buy
9,634
+91
+1% +$3.85K 0.29% 76
2018
Q2 		$410K Hold
9,543
– – 0.28% 79
2018
Q1 		$451K Hold
9,543
– – 0.31% 82
2017
Q4 		$441K Sell
9,543
-116
-1% -$5.36K 0.31% 80
2017
Q3 		$425K Sell
9,659
-1,062
-10% -$45.5K 0.32% 77
2017
Q2 		$426K Buy
10,721
+967
+10% +$37.9K 0.32% 81
2017
Q1 		$375K Buy
9,754
+1,090
+13% +$41.1K 0.29% 80
2016
Q4 		$301K Hold
8,664
– – 0.25% 82
2016
Q3 		$329K Hold
8,664
– – 0.26% 80
2016
Q2 		$296K Sell
8,664
-11
-0.1% -$365 0.25% 80
2016
Q1 		$293K Sell
8,675
-1,192
-12% -$37.4K 0.25% 81
2015
Q4 		$348K Sell
9,867
-169
-2% -$6.35K 0.3% 81
2015
Q3 		$356K Buy
10,036
+5,163
+106% +$201K 0.33% 82
2015
Q2 		$224K Sell
4,873
-46
-0.9% -$2.28K 0.22% 64
2015
Q1 		$210K Hold
4,919
– – 0.19% 69
2014
Q4 		$200K Sell
4,919
-515
-9% -$20.4K 0.17% 88
2014
Q3 		$200K Sell
5,434
-2,750
-34% -$110K 0.18% 87
2014
Q2 		$300K Buy
+8,184
New +$297K 0.27% 83
2014
Q1 		– Sell
-14,994
Closed -$580K – 89
2013
Q4 		$580K Buy
+14,994
New +$572K 0.56% 65

Other funds holding FXI

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Wunderlich Capital Managemnt's FXI Position: Q3 2021 in Review

Wunderlich Capital Managemnt sold out of iShares China Large-Cap ETF (FXI) in Q3 2021, closing a stake of 4,598 shares — an estimated $213K sold.

Wunderlich Capital Managemnt first reported a position in FXI in Q4 2013 and held it in 30 quarters. The position peaked at $580K in Q4 2013. 242 funds tracked by Wall St. Rank hold FXI as of Q3 2021.

  • Wunderlich Capital Managemnt reported no remaining iShares China Large-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Wunderlich Capital Managemnt sold 4,598 iShares China Large-Cap ETF shares in Q3 2021, an estimated $213K.
  • Wunderlich Capital Managemnt first reported a position in iShares China Large-Cap ETF in Q4 2013 and held it in 30 quarters.
  • Wunderlich Capital Managemnt's iShares China Large-Cap ETF position peaked at $580K in Q4 2013.
  • 242 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q3 2021.

Based on Wunderlich Capital Managemnt's 13F filing for Q3 2021, filed 15 Nov 2021.