Clarfeld Financial Advisors’s iShares Global Energy ETF IXC Stock Holding History

Clarfeld Financial Advisors’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	$193K	Buy	+6,576	New	+$222K	0.16%	48

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

Clarfeld Financial Advisors's IXC Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in iShares Global Energy ETF (IXC) in Q4 2018: 6,576 shares worth $193K. The stake represents 0.16% of the portfolio and ranks #48 among its holdings.

145 funds tracked by Wall St. Rank hold IXC as of Q4 2018.

Clarfeld Financial Advisors held 6,576 shares of iShares Global Energy ETF worth $193K as of Q4 2018.
iShares Global Energy ETF was a new Clarfeld Financial Advisors position in Q4 2018.
iShares Global Energy ETF made up 0.16% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #48 holding.
145 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.