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Asset Planning Services (Pennsylvania)’s iShares Global Healthcare ETF IXJ Stock Holding History

Asset Planning Services (Pennsylvania)’s Portfolio IXJ Stock Details IXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-400
Closed -$22K – 240
2015
Q2 		$22K Buy
+400
New +$22K 0.02% 143

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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s IXJ Position: Q3 2015 in Review

Asset Planning Services (Pennsylvania) sold out of iShares Global Healthcare ETF (IXJ) in Q3 2015, closing a stake of 400 shares — an estimated $22K sold.

Asset Planning Services (Pennsylvania) first reported a position in IXJ in Q2 2015 and held it in 1 quarter. The position peaked at $22K in Q2 2015. 129 funds tracked by Wall St. Rank hold IXJ as of Q3 2015.

  • Asset Planning Services (Pennsylvania) reported no remaining iShares Global Healthcare ETF position as of Q3 2015 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 400 iShares Global Healthcare ETF shares in Q3 2015, an estimated $22K.
  • Asset Planning Services (Pennsylvania) first reported a position in iShares Global Healthcare ETF in Q2 2015 and held it in 1 quarter.
  • Asset Planning Services (Pennsylvania)'s iShares Global Healthcare ETF position peaked at $22K in Q2 2015.
  • 129 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2015.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q3 2015, filed 13 Jan 2017.