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Advisor Group’s iShares Global Comm Services ETF IXP Stock Holding History

Advisor Group’s Portfolio IXP Stock Details IXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$846K Buy
13,761
+1,996
+17% +$119K 0.01% 1311
2019
Q3 		$674K Sell
11,765
-120
-1% -$6.93K 0.01% 1397
2019
Q2 		$681K Sell
11,885
-1,422
-11% -$81.9K 0.01% 1389
2019
Q1 		$750K Buy
13,307
+4,089
+44% +$223K 0.01% 1309
2018
Q4 		$464K Sell
9,218
-217
-2% -$11.6K ﹤0.01% 1457
2018
Q3 		$547K Buy
9,435
+2,873
+44% +$162K 0.01% 1404
2018
Q2 		$356K Sell
6,562
-227
-3% -$12.8K ﹤0.01% 1569
2018
Q1 		$391K Sell
6,789
-86
-1% -$5.09K 0.01% 1491
2017
Q4 		$417K Sell
6,875
-431
-6% -$25.8K 0.01% 1443
2017
Q3 		$442K Sell
7,306
-804
-10% -$48.1K 0.01% 1289
2017
Q2 		$474K Buy
8,110
+437
+6% +$26.1K 0.01% 1176
2017
Q1 		$456K Sell
7,673
-9
-0.1% -$535 0.01% 1138
2016
Q4 		$452K Sell
7,682
-1,510
-16% -$88.5K 0.01% 1071
2016
Q3 		$569K Buy
9,192
+1,631
+22% +$102K 0.01% 905
2016
Q2 		$476K Buy
+7,561
New +$469K 0.01% 945

Other funds holding IXP

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Advisor Group's IXP Position: Q4 2019 in Review

Advisor Group increased its iShares Global Comm Services ETF (IXP) stake by 17% in Q4 2019, buying an estimated $119K and bringing the position to 13,761 shares worth $846K. The position accounts for 0.01% of the portfolio, ranked #1311.

Advisor Group first reported a position in IXP in Q2 2016 and has held it in 15 quarters since. 86 funds tracked by Wall St. Rank hold IXP as of Q4 2019.

  • Advisor Group held 13,761 shares of iShares Global Comm Services ETF worth $846K as of Q4 2019.
  • Advisor Group bought 1,996 iShares Global Comm Services ETF shares in Q4 2019, an estimated $119K.
  • iShares Global Comm Services ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1311 holding.
  • Advisor Group first reported a position in iShares Global Comm Services ETF in Q2 2016 and has held it in 15 quarters since.
  • 86 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.