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Bridgeworth’s iShares Global Energy ETF IXC Stock Holding History

Bridgeworth’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
2017
Q4 		– Sell
-162,098
Closed -$5.47M – 61
2017
Q3 		$5.47M Buy
+162,098
New +$5.16M 7.68% 3

Other funds holding IXC

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bridgeworth's IXC Position: Q4 2017 in Review

Bridgeworth sold out of iShares Global Energy ETF (IXC) in Q4 2017, closing a stake of 162,098 shares — an estimated $5.47M sold.

Bridgeworth first reported a position in IXC in Q3 2017 and held it in 1 quarter. The position peaked at $5.47M in Q3 2017. 133 funds tracked by Wall St. Rank hold IXC as of Q4 2017.

  • Bridgeworth reported no remaining iShares Global Energy ETF position as of Q4 2017 after selling out during the quarter.
  • Bridgeworth sold 162,098 iShares Global Energy ETF shares in Q4 2017, an estimated $5.47M.
  • Bridgeworth first reported a position in iShares Global Energy ETF in Q3 2017 and held it in 1 quarter.
  • Bridgeworth's iShares Global Energy ETF position peaked at $5.47M in Q3 2017.
  • 133 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2017.

Based on Bridgeworth's 13F filing for Q4 2017, filed 8 Feb 2018.