Bay Harbor Wealth Management’s iShares Global Comm Services ETF IXP Stock Holding History

Bay Harbor Wealth Management’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
2020 Q2	–	Sell	-6	Closed	–	–	384
2020 Q1	$0	Buy	+6	New	+$356	﹤0.01%	372
2019 Q2	–	Sell	-336	Closed	-$19K	–	381
2019 Q1	$19K	Buy	336 +223	+197%	+$12.2K	0.01%	235
2018 Q4	$6K	Buy	+113	New	+$6.05K	﹤0.01%	274

Other funds holding IXP

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Bay Harbor Wealth Management sold out of iShares Global Comm Services ETF (IXP) in Q2 2020, closing a stake of 6 shares.

Bay Harbor Wealth Management first reported a position in IXP in Q4 2018 and held it in 3 quarters. The position peaked at $19K in Q1 2019. 76 funds tracked by Wall St. Rank hold IXP as of Q2 2020.

Bay Harbor Wealth Management reported no remaining iShares Global Comm Services ETF position as of Q2 2020 after selling out during the quarter.
Bay Harbor Wealth Management sold 6 iShares Global Comm Services ETF shares in Q2 2020.
Bay Harbor Wealth Management first reported a position in iShares Global Comm Services ETF in Q4 2018 and held it in 3 quarters.
Bay Harbor Wealth Management's iShares Global Comm Services ETF position peaked at $19K in Q1 2019.
76 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q2 2020.

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