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Chilton Capital Management’s iShares Global Materials ETF MXI Stock Holding History

Chilton Capital Management’s Portfolio MXI Stock Details MXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-30
Closed -$1.8K – 396
2013
Q3 		$1.8K Sell
30
-40
-57% -$2.3K ﹤0.01% 371
2013
Q2 		$4K Buy
+70
New +$4.04K ﹤0.01% 356

Other funds holding MXI

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $628M AUM 15.58% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CWM
Cranbrook Wealth Management Bloomfield Hills, Michigan $492M AUM 14.37% 1-Year Est. Return

Chilton Capital Management's MXI Position: Q4 2013 in Review

Chilton Capital Management sold out of iShares Global Materials ETF (MXI) in Q4 2013, closing a stake of 30 shares — an estimated $1.8K sold.

Chilton Capital Management first reported a position in MXI in Q2 2013 and held it in 2 quarters. The position peaked at $4K in Q2 2013. 73 funds tracked by Wall St. Rank hold MXI as of Q4 2013.

  • Chilton Capital Management reported no remaining iShares Global Materials ETF position as of Q4 2013 after selling out during the quarter.
  • Chilton Capital Management sold 30 iShares Global Materials ETF shares in Q4 2013, an estimated $1.8K.
  • Chilton Capital Management first reported a position in iShares Global Materials ETF in Q2 2013 and held it in 2 quarters.
  • Chilton Capital Management's iShares Global Materials ETF position peaked at $4K in Q2 2013.
  • 73 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q4 2013.

Based on Chilton Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.