Cary Street Partners Investment Advisory’s iShares Global Industrials ETF EXI Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio EXI Stock Details EXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$909K	Buy	+11,675	New	+$985K	0.88%	19

Other funds holding EXI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Cary Street Partners Investment Advisory's EXI Position: Q4 2018 in Review

Cary Street Partners Investment Advisory opened a new position in iShares Global Industrials ETF (EXI) in Q4 2018: 11,675 shares worth $909K. The stake represents 0.88% of the portfolio and ranks #19 among its holdings.

50 funds tracked by Wall St. Rank hold EXI as of Q4 2018.

Cary Street Partners Investment Advisory held 11,675 shares of iShares Global Industrials ETF worth $909K as of Q4 2018.
iShares Global Industrials ETF was a new Cary Street Partners Investment Advisory position in Q4 2018.
iShares Global Industrials ETF made up 0.88% of Cary Street Partners Investment Advisory's portfolio in Q4 2018, its #19 holding.
50 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q4 2018.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2018, filed 6 Feb 2019.