Ballew Advisors’s iShares Global Comm Services ETF IXP Stock Holding History

Ballew Advisors’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
2018 Q4	–	Sell	-300	Closed	-$16K	–	280
2018 Q3	$16K	Hold	300	–	–	0.01%	256
2018 Q2	$16K	Hold	300	–	–	0.02%	261
2018 Q1	$17K	Sell	300 -19,700	-99%	-$1.17M	0.01%	253
2017 Q4	$1.21M	Buy	+20,000	New	+$1.2M	1.2%	21

Other funds holding IXP

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

1NWS

1 North Wealth Services Annapolis, Maryland $277M AUM 15.28% 1-Year Est. Return

Ballew Advisors's IXP Position: Q4 2018 in Review

Ballew Advisors sold out of iShares Global Comm Services ETF (IXP) in Q4 2018, closing a stake of 300 shares — an estimated $16K sold.

Ballew Advisors first reported a position in IXP in Q4 2017 and held it in 4 quarters. The position peaked at $1.21M in Q4 2017. 82 funds tracked by Wall St. Rank hold IXP as of Q4 2018.

Ballew Advisors reported no remaining iShares Global Comm Services ETF position as of Q4 2018 after selling out during the quarter.
Ballew Advisors sold 300 iShares Global Comm Services ETF shares in Q4 2018, an estimated $16K.
Ballew Advisors first reported a position in iShares Global Comm Services ETF in Q4 2017 and held it in 4 quarters.
Ballew Advisors's iShares Global Comm Services ETF position peaked at $1.21M in Q4 2017.
82 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.