INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - CHINA FD INC ownership

CHINA FD INC's ticker is CHN and the CUSIP is 169373107. A total of 41 filers reported holding CHINA FD INC in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of CHINA FD INC
ValueSharesWeighting
Q3 2023$5,396
-4.5%
5110.0%0.00%0.0%
Q2 2023$5,651
-13.5%
5110.0%0.00%0.0%
Q1 2023$6,530
+3.6%
511
+4.7%
0.00%0.0%
Q4 2022$6,302
+5.0%
4880.0%0.00%0.0%
Q3 2022$6,000
-25.0%
4880.0%0.00%0.0%
Q2 2022$8,000
+14.3%
4880.0%0.00%0.0%
Q1 2022$7,000
+16.7%
488
+40.2%
0.00%0.0%
Q4 2021$6,000
-33.3%
3480.0%0.00%0.0%
Q3 2021$9,000
-18.2%
3480.0%0.00%
-50.0%
Q2 2021$11,000
+10.0%
3480.0%0.00%0.0%
Q1 2021$10,000
+11.1%
348
+7.7%
0.00%0.0%
Q4 2020$9,000
+12.5%
3230.0%0.00%0.0%
Q3 2020$8,000
+14.3%
3230.0%0.00%
+100.0%
Q2 2020$7,000
+16.7%
3230.0%0.00%0.0%
Q1 2020$6,0000.0%323
+6.6%
0.00%0.0%
Q4 2019$6,0000.0%3030.0%0.00%0.0%
Q3 2019$6,0000.0%3030.0%0.00%0.0%
Q2 2019$6,0000.0%3030.0%0.00%0.0%
Q1 2019$6,000
+20.0%
303
+3.1%
0.00%0.0%
Q4 2018$5,000
-16.7%
2940.0%0.00%0.0%
Q3 2018$6,0000.0%2940.0%0.00%0.0%
Q2 2018$6,000
-14.3%
2940.0%0.00%0.0%
Q1 2018$7,0002940.00%
Other shareholders
CHINA FD INC shareholders Q1 2019
NameSharesValueWeighting ↓
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 3,446,702$98,438,0005.80%
Matisse Capital 127,104$3,630,0001.13%
Shaker Financial Services, LLC 72,780$2,079,0000.87%
1607 Capital Partners, LLC 377,850$10,791,0000.54%
FIRST WILSHIRE SECURITIES MANAGEMENT INC 41,857$1,195,0000.48%
IAT REINSURANCE CO LTD. 68,399$1,953,0000.40%
Karpus Management, Inc. 145,163$4,146,0000.13%
CSS LLC/IL 60,986$1,742,0000.07%
LAZARD ASSET MANAGEMENT LLC 1,355,294$38,707,0000.05%
WELLS FARGO & COMPANY/MN 1,162,987$33,215,0000.01%
View complete list of CHINA FD INC shareholders