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Atria Investments’s iShares Global Comm Services ETF IXP Stock Holding History

Atria Investments’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
2016
Q4 		– Sell
-9,305
Closed -$576K – 658
2016
Q3 		$576K Buy
9,305
+3,496
+60% +$220K 0.05% 288
2016
Q2 		$363K Sell
5,809
-1,205
-17% -$74.8K 0.04% 329
2016
Q1 		$437K Buy
7,014
+372
+6% +$21.9K 0.05% 273
2015
Q4 		$372K Sell
6,642
-10
-0.2% -$592 0.04% 282
2015
Q3 		$377K Buy
6,652
+341
+5% +$20.7K 0.05% 230
2015
Q2 		$392K Buy
6,311
+327
+5% +$20.9K 0.05% 282
2015
Q1 		$367K Sell
5,984
-1,077
-15% -$66.8K 0.04% 285
2014
Q4 		$424K Buy
7,061
+1,469
+26% +$91.6K 0.05% 282
2014
Q3 		$352K Buy
+5,592
New +$357K 0.04% 331

Other funds holding IXP

V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return