AMP Capital Investors’s iShares Global Financials ETF IXG Stock Holding History

AMP Capital Investors’s Portfolio IXG Stock Details IXG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-865,317	Closed	-$49.9M	–	1216
2016 Q4	$49.9M	Sell	865,317 -73,190	-8%	-$4.02M	0.3%	79
2016 Q3	$47.5M	Buy	+938,507	New	+$47.2M	0.29%	83
2014 Q2	–	Sell	-56,982	Closed	-$3.19M	–	1220
2014 Q1	$3.19M	Hold	56,982	–	–	0.02%	611
2013 Q4	$3.19M	Buy	56,982 +7,451	+15%	+$408K	0.02%	625
2013 Q3	$2.63M	Hold	49,531	–	–	0.02%	646
2013 Q2	$2.42M	Buy	+49,531	New	+$2.49M	0.02%	666

Other funds holding IXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

AMP Capital Investors's IXG Position: Q1 2017 in Review

AMP Capital Investors sold out of iShares Global Financials ETF (IXG) in Q1 2017, closing a stake of 865,317 shares — an estimated $49.9M sold.

AMP Capital Investors first reported a position in IXG in Q2 2013 and held it in 6 quarters. The position peaked at $49.9M in Q4 2016. 66 funds tracked by Wall St. Rank hold IXG as of Q1 2017.

AMP Capital Investors reported no remaining iShares Global Financials ETF position as of Q1 2017 after selling out during the quarter.
AMP Capital Investors sold 865,317 iShares Global Financials ETF shares in Q1 2017, an estimated $49.9M.
AMP Capital Investors first reported a position in iShares Global Financials ETF in Q2 2013 and held it in 6 quarters.
AMP Capital Investors's iShares Global Financials ETF position peaked at $49.9M in Q4 2016.
66 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2017.

Based on AMP Capital Investors's 13F filing for Q1 2017, filed 15 May 2017.