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Advisornet Financial’s iShares Global Comm Services ETF IXP Stock Holding History

Advisornet Financial’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
Q3 		– Sell
-100
Closed -$6K – 1900
2019
Q2 		$6K Buy
+100
New +$5.76K ﹤0.01% 1347
2019
Q1 		– Sell
-34
Closed -$2K – 1615
2018
Q4 		$2K Sell
34
-25
-42% -$1.34K ﹤0.01% 1348
2018
Q3 		$3K Sell
59
-8
-12% -$450 ﹤0.01% 1331
2018
Q2 		$4K Buy
+67
New +$3.79K ﹤0.01% 1315

Other funds holding IXP

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1NWS
1 North Wealth Services Annapolis, Maryland $306M AUM 19.46% 1-Year Est. Return

Advisornet Financial's IXP Position: Q3 2019 in Review

Advisornet Financial sold out of iShares Global Comm Services ETF (IXP) in Q3 2019, closing a stake of 100 shares — an estimated $6K sold.

Advisornet Financial first reported a position in IXP in Q2 2018 and held it in 4 quarters. The position peaked at $6K in Q2 2019. 69 funds tracked by Wall St. Rank hold IXP as of Q3 2019.

  • Advisornet Financial reported no remaining iShares Global Comm Services ETF position as of Q3 2019 after selling out during the quarter.
  • Advisornet Financial sold 100 iShares Global Comm Services ETF shares in Q3 2019, an estimated $6K.
  • Advisornet Financial first reported a position in iShares Global Comm Services ETF in Q2 2018 and held it in 4 quarters.
  • Advisornet Financial's iShares Global Comm Services ETF position peaked at $6K in Q2 2019.
  • 69 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q3 2019.

Based on Advisornet Financial's 13F filing for Q3 2019, filed 23 Oct 2019.