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Blume Capital Management’s iShares Global Materials ETF MXI Stock Holding History

Blume Capital Management’s Portfolio MXI Stock Details MXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-40
Closed -$2K – 252
2013
Q4 		$2K Buy
+40
New +$2.43K ﹤0.01% 251

Other funds holding MXI

Edelman Financial Services
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Destination Wealth Management
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $692M AUM 15.25% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CWM
Cranbrook Wealth Management Bloomfield Hills, Michigan $534M AUM 18.5% 1-Year Est. Return
Ameritas Investment Partners
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Blume Capital Management's MXI Position: Q1 2014 in Review

Blume Capital Management sold out of iShares Global Materials ETF (MXI) in Q1 2014, closing a stake of 40 shares — an estimated $2K sold.

Blume Capital Management first reported a position in MXI in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 64 funds tracked by Wall St. Rank hold MXI as of Q1 2014.

  • Blume Capital Management reported no remaining iShares Global Materials ETF position as of Q1 2014 after selling out during the quarter.
  • Blume Capital Management sold 40 iShares Global Materials ETF shares in Q1 2014, an estimated $2K.
  • Blume Capital Management first reported a position in iShares Global Materials ETF in Q4 2013 and held it in 1 quarter.
  • Blume Capital Management's iShares Global Materials ETF position peaked at $2K in Q4 2013.
  • 64 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q1 2014.

Based on Blume Capital Management's 13F filing for Q1 2014, filed 13 May 2014.