Securities Times reporter Zhu Jingfeng gem in the first quarter fell more than 11%, while represents the CSI 300 index of blue-chip style rose 3%.
First batch of a quarterly bulletin of listed companies released last week showed, in the case ostyles reversed in the first quarter, stick to some of the funds fell in the gem, some funds choose to retreat. From the end of last year's Fund more mainland taiyue and aier eye body, we can see that the Fund's current attitude towards the entanglement of the gem. Quarterly Bulletin showed that a quarter-Shenzhou 7 in taiyue top circulation shareholders funds less than the end of last year only 1 rongtong power pioneer (161,609, funds). And last year end holding compared, Yinhua core selected and cross silver sound (519,690, Fund 's) in fell in the supplement warehouse, respectively holdings 180,000 unit and 500,000 unit, Yinhua quality growth (180,010, Fund 's) and YINHUA rich (180,012, Fund 's) theme is holding does not variable, cross silver blue-chip (519,694, Fund 's), and YINHUA domestic demand and YINHUA harmonious theme (180,018, Fund 's) is respectively reduction 500,000 unit, and 250,000 unit and 600,000 unit, last year end holds the unit up 2.85 million unit of facility power pioneer heavily reduction Hou from ten circulation shareholders in the disappeared. Recommended reading · fengji Forum investment real disk summary
· ICBC go debt relative arbitrage space 5% public private second quarter sing more blue-chip debt Base Manager out: transfer worth rushed 5,002,011 spring private equity Tsim peak Forum 24 only fund heavy warehouse unit April lifted 160 billion fund 17 days reduction raised South glass A19 billion yuan fund a quarter heavily buy chemical unit [hexun know] which only fund configuration ability strong Fund on love, eye also tangled.
In a quarter plunged in the, workers silver selected balance, and Everbright quantitative core (360,001, Fund 's) and huaan policy optimization (040008, Fund 's) respectively holdings the unit 2.03 million unit, and 820,000 unit and 340,000 unit, Galaxy silver Thai financial (150,103, Fund 's), 4 only fund holding does not variable, workers silver core value and large into 2020 (090006, Fund 's) small reduction, and workers silver growth (481,004, Fund 's), and Teda macro Lee growth and YINHUA domestic demand, Fund in substantially reduction love, eye Hou, exit Qian ten circulation shareholders.
Shenzhou taiyue and aier eye in the first quarter decreased and 19.23%, from the operation of the Fund, as stock prices plummeted, consistent long on camp has quietly break up of the Fund established last year. Ding Chinese technology, sharp and Germany are basically abandoned by the Fund.
Ding Han technology last year end Qian ten circulation shareholders in the has up to 7 only Fund, but to has this year a quarter only left two only, statistics display, has country joint residential selected, and Huaxia revival, 6 only Fund in a quarter collective substantially reduction Ding Han technology, adhere to who Damo consumption pilot is contrarian holdings 300,000 unit, holding volume reached 930,000 unit column Ding Han technology first large circulation shareholders, shares fell also attract silver China rich theme came to pick up cheap, a quarter buy 400,000 unit.
Super sharp German before the end of last year's top ten in the circulating shareholders also have both YINHUA selected domestic demand and sea Fortis and small-cap Stock Fund, 680,000 shares and 600,000 units, respectively, but these two massive reduction of the Fund in the first quarter, and even cleaning-Rui de, exit the top circulation shareholders.
Although Fund on old venture board company began cautious, but some new listed of company is was Fund favored, Quartet up a quarterly display, in the unit this year on February 15 listed zhihou, industrial organic growth (340,008, Fund 's), and Peng China China 50 (160,605, Fund 's), and Teda macro Lee growth, and Peng China consumption optimization, Fund in second level market heavily buy the unit respectively up 1.3 million unit, and 1.19 million unit, and 590,000 unit and 500,000 unit, stationed in the unit Qian ten circulation shareholders. Although the small company's poor performance in the first quarter, overall dropped by more than 5%. But the gem company, Fund to the attitude to moderate a lot of small companies, from small companies that have disclosure of quarterly, in addition to individual companies such as Qiming information (002232, unit) was obvious addition to the reduction of the Fund, most of the Fund holding more stable.
