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Calton & Associates’s iShares Global Comm Services ETF IXP Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-813
Closed -$50K – 825
2017
Q4 		$50K Buy
+813
New +$48.7K 0.01% 686

Other funds holding IXP

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Calton & Associates's IXP Position: Q1 2018 in Review

Calton & Associates sold out of iShares Global Comm Services ETF (IXP) in Q1 2018, closing a stake of 813 shares — an estimated $50K sold.

Calton & Associates first reported a position in IXP in Q4 2017 and held it in 1 quarter. The position peaked at $50K in Q4 2017. 89 funds tracked by Wall St. Rank hold IXP as of Q1 2018.

  • Calton & Associates reported no remaining iShares Global Comm Services ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 813 iShares Global Comm Services ETF shares in Q1 2018, an estimated $50K.
  • Calton & Associates first reported a position in iShares Global Comm Services ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's iShares Global Comm Services ETF position peaked at $50K in Q4 2017.
  • 89 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.