Axa
IPW

Axa’s SPDR S&P International Energy Sector IPW Stock Holding History

Axa’s Portfolio IPW Stock Details IPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-870
Closed -$15K – 1455
2016
Q2 		$15K Sell
870
-230
-21% -$3.88K ﹤0.01% 1339
2016
Q1 		$18K Hold
1,100
– – ﹤0.01% 1292
2015
Q4 		$17K Hold
1,100
– – ﹤0.01% 1362
2015
Q3 		$17K Hold
1,100
– – ﹤0.01% 1413
2015
Q2 		$21K Hold
1,100
– – ﹤0.01% 1365
2015
Q1 		$21K Hold
1,100
– – ﹤0.01% 1394
2014
Q4 		$23K Hold
1,100
– – ﹤0.01% 1382
2014
Q3 		$28K Hold
1,100
– – ﹤0.01% 1386
2014
Q2 		$33K Hold
1,100
– – ﹤0.01% 1337
2014
Q1 		$29K Hold
1,100
– – ﹤0.01% 1351
2013
Q4 		$29K Buy
+1,100
New +$28K ﹤0.01% 1342

Other funds holding IPW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Axa's IPW Position: Q3 2016 in Review

Axa sold out of SPDR S&P International Energy Sector (IPW) in Q3 2016, closing a stake of 870 shares — an estimated $15K sold.

Axa first reported a position in IPW in Q4 2013 and held it in 11 quarters. The position peaked at $33K in Q2 2014. 20 funds tracked by Wall St. Rank hold IPW as of Q3 2016.

  • Axa reported no remaining SPDR S&P International Energy Sector position as of Q3 2016 after selling out during the quarter.
  • Axa sold 870 SPDR S&P International Energy Sector shares in Q3 2016, an estimated $15K.
  • Axa first reported a position in SPDR S&P International Energy Sector in Q4 2013 and held it in 11 quarters.
  • Axa's SPDR S&P International Energy Sector position peaked at $33K in Q2 2014.
  • 20 funds tracked by Wall St. Rank held SPDR S&P International Energy Sector as of Q3 2016.

Based on Axa's 13F filing for Q3 2016, filed 10 Nov 2016.