Bay Harbor Wealth Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Bay Harbor Wealth 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
2020 Q2	–	Sell	-9	Closed	-$1K	–	383
2020 Q1	$1K	Buy	+9	New	+$593	﹤0.01%	307
2019 Q2	–	Sell	-134	Closed	-$8K	–	380
2019 Q1	$8K	Sell	134 -14	-9%	-$834	0.01%	283
2018 Q4	$8K	Buy	+148	New	+$8.86K	0.01%	265

Other funds holding IXJ

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

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bay Harbor Wealth Management's IXJ Position: Q2 2020 in Review

Bay Harbor Wealth Management sold out of iShares Global Healthcare ETF (IXJ) in Q2 2020, closing a stake of 9 shares — an estimated $1K sold.

Bay Harbor Wealth Management first reported a position in IXJ in Q4 2018 and held it in 3 quarters. The position peaked at $8K in Q1 2019. 203 funds tracked by Wall St. Rank hold IXJ as of Q2 2020.

Bay Harbor Wealth Management reported no remaining iShares Global Healthcare ETF position as of Q2 2020 after selling out during the quarter.
Bay Harbor Wealth Management sold 9 iShares Global Healthcare ETF shares in Q2 2020, an estimated $1K.
Bay Harbor Wealth Management first reported a position in iShares Global Healthcare ETF in Q4 2018 and held it in 3 quarters.
Bay Harbor Wealth Management's iShares Global Healthcare ETF position peaked at $8K in Q1 2019.
203 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2020.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.