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Barton Investment Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Barton Investment Management’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
2016
Q1 		– Sell
-38
Closed -$2K – 75
2015
Q4 		$2K Buy
+38
New +$1.96K ﹤0.01% 100

Other funds holding IXJ

BlackRock
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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
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
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barton Investment Management's IXJ Position: Q1 2016 in Review

Barton Investment Management sold out of iShares Global Healthcare ETF (IXJ) in Q1 2016, closing a stake of 38 shares — an estimated $2K sold.

Barton Investment Management first reported a position in IXJ in Q4 2015 and held it in 1 quarter. The position peaked at $2K in Q4 2015. 127 funds tracked by Wall St. Rank hold IXJ as of Q1 2016.

  • Barton Investment Management reported no remaining iShares Global Healthcare ETF position as of Q1 2016 after selling out during the quarter.
  • Barton Investment Management sold 38 iShares Global Healthcare ETF shares in Q1 2016, an estimated $2K.
  • Barton Investment Management first reported a position in iShares Global Healthcare ETF in Q4 2015 and held it in 1 quarter.
  • Barton Investment Management's iShares Global Healthcare ETF position peaked at $2K in Q4 2015.
  • 127 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2016.

Based on Barton Investment Management's 13F filing for Q1 2016, filed 28 Apr 2016.