Clear Perspective Advisors’s iShares Global Tech ETF IXN Stock Holding History

Clear Perspective Advisors’s Portfolio IXN Stock Details IXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,800	Closed	-$54K	–	171
2019 Q2	$54K	Buy	+1,800	New	+$52.6K	0.03%	184
2018 Q3	–	Sell	-1,800	Closed	-$49K	–	288
2018 Q2	$49K	Hold	1,800	–	–	0.03%	251
2018 Q1	$47K	Hold	1,800	–	–	0.04%	247
2017 Q4	$46K	Hold	1,800	–	–	0.04%	239
2017 Q3	$43K	Hold	1,800	–	–	0.04%	243
2017 Q2	$39K	Buy	1,800 +600	+50%	+$13K	0.03%	245
2017 Q1	$25K	Hold	1,200	–	–	0.02%	255
2016 Q4	$22K	Buy	+1,200	New	+$21.9K	0.01%	259

Other funds holding IXN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Clear Perspective Advisors's IXN Position: Q3 2019 in Review

Clear Perspective Advisors sold out of iShares Global Tech ETF (IXN) in Q3 2019, closing a stake of 1,800 shares — an estimated $54K sold.

Clear Perspective Advisors first reported a position in IXN in Q4 2016 and held it in 8 quarters. The position peaked at $54K in Q2 2019. 252 funds tracked by Wall St. Rank hold IXN as of Q3 2019.

Clear Perspective Advisors reported no remaining iShares Global Tech ETF position as of Q3 2019 after selling out during the quarter.
Clear Perspective Advisors sold 1,800 iShares Global Tech ETF shares in Q3 2019, an estimated $54K.
Clear Perspective Advisors first reported a position in iShares Global Tech ETF in Q4 2016 and held it in 8 quarters.
Clear Perspective Advisors's iShares Global Tech ETF position peaked at $54K in Q2 2019.
252 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2019.

Based on Clear Perspective Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.