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Bellwether Investment Group’s iShares Global Comm Services ETF IXP Stock Holding History

Bellwether Investment Group’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
2017
Q1 		– Sell
-500
Closed -$29K – 872
2016
Q4 		$29K Buy
+500
New +$29.3K 0.03% 360
2016
Q2 		$32K Buy
+500
New +$31K 0.04% 299

Other funds holding IXP

V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Bellwether Investment Group's IXP Position: Q1 2017 in Review

Bellwether Investment Group sold out of iShares Global Comm Services ETF (IXP) in Q1 2017, closing a stake of 500 shares — an estimated $29K sold.

Bellwether Investment Group first reported a position in IXP in Q2 2016 and held it in 2 quarters. The position peaked at $32K in Q2 2016. 74 funds tracked by Wall St. Rank hold IXP as of Q1 2017.

  • Bellwether Investment Group reported no remaining iShares Global Comm Services ETF position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 500 iShares Global Comm Services ETF shares in Q1 2017, an estimated $29K.
  • Bellwether Investment Group first reported a position in iShares Global Comm Services ETF in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's iShares Global Comm Services ETF position peaked at $32K in Q2 2016.
  • 74 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.