Axa
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Axa’s iShares Global Energy ETF IXC Stock Holding History

Axa’s Portfolio IXC Stock Details IXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-12,650
Closed -$387K – 1263
2019
Q3 		$387K Buy
12,650
+550
+5% +$16.9K ﹤0.01% 1138
2019
Q2 		$393K Hold
12,100
– – ﹤0.01% 1111
2019
Q1 		$408K Buy
12,100
+380
+3% +$12.4K ﹤0.01% 1135
2018
Q4 		$344K Sell
11,720
-460
-4% -$15.5K ﹤0.01% 1149
2018
Q3 		$459K Buy
12,180
+810
+7% +$29.9K ﹤0.01% 1159
2018
Q2 		$425K Hold
11,370
– – ﹤0.01% 1166
2018
Q1 		$386K Sell
11,370
-600
-5% -$21K ﹤0.01% 1216
2017
Q4 		$426K Buy
11,970
+450
+4% +$15.5K ﹤0.01% 1175
2017
Q3 		$392K Buy
11,520
+790
+7% +$25.2K ﹤0.01% 1145
2017
Q2 		$333K Sell
10,730
-6,204
-37% -$201K ﹤0.01% 1125
2017
Q1 		$562K Buy
16,934
+423
+3% +$14.3K ﹤0.01% 1053
2016
Q4 		$575K Buy
16,511
+1,320
+9% +$44.4K ﹤0.01% 1020
2016
Q3 		$500K Sell
15,191
-115
-0.8% -$3.69K ﹤0.01% 1023
2016
Q2 		$495K Buy
15,306
+1,356
+10% +$42.4K ﹤0.01% 1009
2016
Q1 		$411K Sell
13,950
-2,425
-15% -$66.4K ﹤0.01% 1029
2015
Q4 		$459K Sell
16,375
-1,420
-8% -$43.7K ﹤0.01% 1046
2015
Q3 		$511K Buy
17,795
+2,073
+13% +$65.2K ﹤0.01% 1045
2015
Q2 		$550K Sell
15,722
-968
-6% -$36.2K ﹤0.01% 1065
2015
Q1 		$595K Buy
16,690
+2,398
+17% +$86.8K ﹤0.01% 1058
2014
Q4 		$531K Sell
14,292
-138
-1% -$5.49K ﹤0.01% 1100
2014
Q3 		$633K Buy
14,430
+468
+3% +$21.9K ﹤0.01% 1008
2014
Q2 		$677K Buy
13,962
+3,187
+30% +$148K ﹤0.01% 1011
2014
Q1 		$472K Buy
10,775
+1,727
+19% +$72.8K ﹤0.01% 1081
2013
Q4 		$391K Buy
+9,048
New +$383K ﹤0.01% 1111

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Axa's IXC Position: Q4 2019 in Review

Axa sold out of iShares Global Energy ETF (IXC) in Q4 2019, closing a stake of 12,650 shares — an estimated $387K sold.

Axa first reported a position in IXC in Q4 2013 and held it in 24 quarters. The position peaked at $677K in Q2 2014. 148 funds tracked by Wall St. Rank hold IXC as of Q4 2019.

  • Axa reported no remaining iShares Global Energy ETF position as of Q4 2019 after selling out during the quarter.
  • Axa sold 12,650 iShares Global Energy ETF shares in Q4 2019, an estimated $387K.
  • Axa first reported a position in iShares Global Energy ETF in Q4 2013 and held it in 24 quarters.
  • Axa's iShares Global Energy ETF position peaked at $677K in Q2 2014.
  • 148 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2019.

Based on Axa's 13F filing for Q4 2019, filed 18 Feb 2020.