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Choate Investment Advisors’s iShares Global Comm Services ETF IXP Stock Holding History

Choate Investment Advisors’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
2015
Q3 		– Sell
-16,990
Closed -$1.06M – 255
2015
Q2 		$1.06M Buy
+16,990
New +$1.08M 0.06% 104

Other funds holding IXP

V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Choate Investment Advisors's IXP Position: Q3 2015 in Review

Choate Investment Advisors sold out of iShares Global Comm Services ETF (IXP) in Q3 2015, closing a stake of 16,990 shares — an estimated $1.06M sold.

Choate Investment Advisors first reported a position in IXP in Q2 2015 and held it in 1 quarter. The position peaked at $1.06M in Q2 2015. 77 funds tracked by Wall St. Rank hold IXP as of Q3 2015.

  • Choate Investment Advisors reported no remaining iShares Global Comm Services ETF position as of Q3 2015 after selling out during the quarter.
  • Choate Investment Advisors sold 16,990 iShares Global Comm Services ETF shares in Q3 2015, an estimated $1.06M.
  • Choate Investment Advisors first reported a position in iShares Global Comm Services ETF in Q2 2015 and held it in 1 quarter.
  • Choate Investment Advisors's iShares Global Comm Services ETF position peaked at $1.06M in Q2 2015.
  • 77 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q3 2015.

Based on Choate Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.