Certified Advisory Corp’s iShares Global Energy ETF IXC Stock Holding History

Certified Advisory Corp’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
2018 Q4	–	Sell	-213	Closed	-$8K	–	769
2018 Q3	$8K	Hold	213	–	–	﹤0.01%	606
2018 Q2	$8K	Hold	213	–	–	﹤0.01%	576
2018 Q1	$7K	Hold	213	–	–	﹤0.01%	553
2017 Q4	$7K	Buy	+213	New	+$7.32K	0.01%	519

Other funds holding IXC

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Certified Advisory Corp's IXC Position: Q4 2018 in Review

Certified Advisory Corp sold out of iShares Global Energy ETF (IXC) in Q4 2018, closing a stake of 213 shares — an estimated $8K sold.

Certified Advisory Corp first reported a position in IXC in Q4 2017 and held it in 4 quarters. The position peaked at $8K in Q3 2018. 145 funds tracked by Wall St. Rank hold IXC as of Q4 2018.

Certified Advisory Corp reported no remaining iShares Global Energy ETF position as of Q4 2018 after selling out during the quarter.
Certified Advisory Corp sold 213 iShares Global Energy ETF shares in Q4 2018, an estimated $8K.
Certified Advisory Corp first reported a position in iShares Global Energy ETF in Q4 2017 and held it in 4 quarters.
Certified Advisory Corp's iShares Global Energy ETF position peaked at $8K in Q3 2018.
145 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2018.

Based on Certified Advisory Corp's 13F filing for Q4 2018, filed 4 Feb 2019.