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Advantage Investment Management’s iShares Global Energy ETF IXC Stock Holding History

Advantage Investment Management’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
2017
Q1 		– Sell
-239
Closed -$8K – 1012
2016
Q4 		$8K Hold
239
– – ﹤0.01% 672
2016
Q3 		$8K Hold
239
– – ﹤0.01% 653
2016
Q2 		$8K Buy
+239
New +$7.47K ﹤0.01% 632

Other funds holding IXC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Advantage Investment Management's IXC Position: Q1 2017 in Review

Advantage Investment Management sold out of iShares Global Energy ETF (IXC) in Q1 2017, closing a stake of 239 shares — an estimated $8K sold.

Advantage Investment Management first reported a position in IXC in Q2 2016 and held it in 3 quarters. The position peaked at $8K in Q4 2016. 111 funds tracked by Wall St. Rank hold IXC as of Q1 2017.

  • Advantage Investment Management reported no remaining iShares Global Energy ETF position as of Q1 2017 after selling out during the quarter.
  • Advantage Investment Management sold 239 iShares Global Energy ETF shares in Q1 2017, an estimated $8K.
  • Advantage Investment Management first reported a position in iShares Global Energy ETF in Q2 2016 and held it in 3 quarters.
  • Advantage Investment Management's iShares Global Energy ETF position peaked at $8K in Q4 2016.
  • 111 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2017.

Based on Advantage Investment Management's 13F filing for Q1 2017, filed 8 May 2017.