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Clear Perspective Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

Clear Perspective Advisors’s Portfolio IXJ Stock Details IXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-396
Closed -$22K – 287
2018
Q2 		$22K Hold
396
– – 0.02% 310
2018
Q1 		$22K Hold
396
– – 0.02% 302
2017
Q4 		$22K Hold
396
– – 0.02% 287
2017
Q3 		$22K Buy
+396
New +$21.8K 0.02% 281

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clear Perspective Advisors's IXJ Position: Q3 2018 in Review

Clear Perspective Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q3 2018, closing a stake of 396 shares — an estimated $22K sold.

Clear Perspective Advisors first reported a position in IXJ in Q3 2017 and held it in 4 quarters. The position peaked at $22K in Q2 2018. 181 funds tracked by Wall St. Rank hold IXJ as of Q3 2018.

  • Clear Perspective Advisors reported no remaining iShares Global Healthcare ETF position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 396 iShares Global Healthcare ETF shares in Q3 2018, an estimated $22K.
  • Clear Perspective Advisors first reported a position in iShares Global Healthcare ETF in Q3 2017 and held it in 4 quarters.
  • Clear Perspective Advisors's iShares Global Healthcare ETF position peaked at $22K in Q2 2018.
  • 181 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.