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Beaumont Financial Advisors’s iShares Global Energy ETF IXC Stock Holding History

Beaumont Financial Advisors’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
2018
Q3 		– Sell
-6,451
Closed -$241K – 235
2018
Q2 		$241K Buy
6,451
+553
+9% +$20.5K 0.03% 179
2018
Q1 		$200K Buy
+5,898
New +$207K 0.02% 197
2017
Q1 		– Sell
-7,193
Closed -$250K – 190
2016
Q4 		$250K Buy
+7,193
New +$242K 0.04% 131

Other funds holding IXC

ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beaumont Financial Advisors's IXC Position: Q3 2018 in Review

Beaumont Financial Advisors sold out of iShares Global Energy ETF (IXC) in Q3 2018, closing a stake of 6,451 shares — an estimated $241K sold.

Beaumont Financial Advisors first reported a position in IXC in Q4 2016 and held it in 3 quarters. The position peaked at $250K in Q4 2016. 150 funds tracked by Wall St. Rank hold IXC as of Q3 2018.

  • Beaumont Financial Advisors reported no remaining iShares Global Energy ETF position as of Q3 2018 after selling out during the quarter.
  • Beaumont Financial Advisors sold 6,451 iShares Global Energy ETF shares in Q3 2018, an estimated $241K.
  • Beaumont Financial Advisors first reported a position in iShares Global Energy ETF in Q4 2016 and held it in 3 quarters.
  • Beaumont Financial Advisors's iShares Global Energy ETF position peaked at $250K in Q4 2016.
  • 150 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2018.

Based on Beaumont Financial Advisors's 13F filing for Q3 2018, filed 2 Nov 2018.