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Blue Fin Capital’s iShares Global Healthcare ETF IXJ Stock Holding History

Blue Fin Capital’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
-3,480
Closed -$212K – 119
2020
Q1 		$212K Sell
3,480
-300
-8% -$19.8K 0.12% 106
2019
Q4 		$259K Sell
3,780
-200
-5% -$13K 0.12% 118
2019
Q3 		$243K Sell
3,980
-230
-5% -$14.1K 0.13% 112
2019
Q2 		$259K Sell
4,210
-850
-17% -$51K 0.13% 116
2019
Q1 		$309K Hold
5,060
– – 0.16% 110
2018
Q4 		$286K Hold
5,060
– – 0.17% 111
2018
Q3 		$319K Sell
5,060
-320
-6% -$19.3K 0.16% 106
2018
Q2 		$303K Hold
5,380
– – 0.16% 106
2018
Q1 		$299K Sell
5,380
-200
-4% -$11.5K 0.17% 104
2017
Q4 		$314K Hold
5,580
– – 0.18% 106
2017
Q3 		$313K Sell
5,580
-200
-3% -$11K 0.19% 107
2017
Q2 		$316K Sell
5,780
-2,520
-30% -$134K 0.2% 107
2017
Q1 		$426K Sell
8,300
-440
-5% -$22K 0.26% 90
2016
Q4 		$414K Buy
8,740
+370
+4% +$17.7K 0.27% 89
2016
Q3 		$422K Hold
8,370
– – 0.34% 81
2016
Q2 		$423K Sell
8,370
-300
-3% -$15K 0.35% 77
2016
Q1 		$417K Sell
8,670
-1,070
-11% -$51K 0.36% 77
2015
Q4 		$500K Hold
9,740
– – 0.39% 72
2015
Q3 		$480K Buy
9,740
+510
+6% +$27.5K 0.37% 76
2015
Q2 		$502K Buy
9,230
+380
+4% +$20.9K 0.36% 80
2015
Q1 		$477K Buy
8,850
+240
+3% +$12.6K 0.34% 82
2014
Q4 		$429K Buy
8,610
+3,960
+85% +$197K 0.32% 84
2014
Q3 		$227K Hold
4,650
– – 0.18% 118
2014
Q2 		$219K Buy
+4,650
New +$214K 0.18% 117

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank Julius Baer & Co
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Blue Fin Capital's IXJ Position: Q2 2020 in Review

Blue Fin Capital sold out of iShares Global Healthcare ETF (IXJ) in Q2 2020, closing a stake of 3,480 shares — an estimated $212K sold.

Blue Fin Capital first reported a position in IXJ in Q2 2014 and held it in 24 quarters. The position peaked at $502K in Q2 2015. 203 funds tracked by Wall St. Rank hold IXJ as of Q2 2020.

  • Blue Fin Capital reported no remaining iShares Global Healthcare ETF position as of Q2 2020 after selling out during the quarter.
  • Blue Fin Capital sold 3,480 iShares Global Healthcare ETF shares in Q2 2020, an estimated $212K.
  • Blue Fin Capital first reported a position in iShares Global Healthcare ETF in Q2 2014 and held it in 24 quarters.
  • Blue Fin Capital's iShares Global Healthcare ETF position peaked at $502K in Q2 2015.
  • 203 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2020.

Based on Blue Fin Capital's 13F filing for Q2 2020, filed 10 Aug 2020.