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Buffington Mohr McNeal’s iShares Global Tech ETF IXN Stock Holding History

Buffington Mohr McNeal’s Portfolio IXN Stock Details IXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-2,100
Closed -$60K – 225
2019
Q1 		$60K Buy
+2,100
New +$55.6K 0.02% 178

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Buffington Mohr McNeal's IXN Position: Q2 2019 in Review

Buffington Mohr McNeal sold out of iShares Global Tech ETF (IXN) in Q2 2019, closing a stake of 2,100 shares — an estimated $60K sold.

Buffington Mohr McNeal first reported a position in IXN in Q1 2019 and held it in 1 quarter. The position peaked at $60K in Q1 2019. 246 funds tracked by Wall St. Rank hold IXN as of Q2 2019.

  • Buffington Mohr McNeal reported no remaining iShares Global Tech ETF position as of Q2 2019 after selling out during the quarter.
  • Buffington Mohr McNeal sold 2,100 iShares Global Tech ETF shares in Q2 2019, an estimated $60K.
  • Buffington Mohr McNeal first reported a position in iShares Global Tech ETF in Q1 2019 and held it in 1 quarter.
  • Buffington Mohr McNeal's iShares Global Tech ETF position peaked at $60K in Q1 2019.
  • 246 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2019.

Based on Buffington Mohr McNeal's 13F filing for Q2 2019, filed 31 Jul 2019.