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A.D. Beadell Investment Counsel’s iShares Global Energy ETF IXC Stock Holding History

A.D. Beadell Investment Counsel’s Portfolio IXC Stock Details IXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-5,450
Closed -$205K – 87
2018
Q3 		$205K Buy
+5,450
New +$201K 0.17% 85

Other funds holding IXC

ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

A.D. Beadell Investment Counsel's IXC Position: Q4 2018 in Review

A.D. Beadell Investment Counsel sold out of iShares Global Energy ETF (IXC) in Q4 2018, closing a stake of 5,450 shares — an estimated $205K sold.

A.D. Beadell Investment Counsel first reported a position in IXC in Q3 2018 and held it in 1 quarter. The position peaked at $205K in Q3 2018. 145 funds tracked by Wall St. Rank hold IXC as of Q4 2018.

  • A.D. Beadell Investment Counsel reported no remaining iShares Global Energy ETF position as of Q4 2018 after selling out during the quarter.
  • A.D. Beadell Investment Counsel sold 5,450 iShares Global Energy ETF shares in Q4 2018, an estimated $205K.
  • A.D. Beadell Investment Counsel first reported a position in iShares Global Energy ETF in Q3 2018 and held it in 1 quarter.
  • A.D. Beadell Investment Counsel's iShares Global Energy ETF position peaked at $205K in Q3 2018.
  • 145 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2018.

Based on A.D. Beadell Investment Counsel's 13F filing for Q4 2018, filed 5 Feb 2019.