Clearwater Capital Advisors’s iShares Global Comm Services ETF IXP Stock Holding History

Clearwater Capital 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
2018 Q3	–	Sell	-3,837	Closed	-$207K	–	193
2018 Q2	$207K	Sell	3,837 -920	-19%	-$52K	0.04%	179
2018 Q1	$273K	Buy	4,757 +964	+25%	+$57K	0.06%	159
2017 Q4	$230K	Hold	3,793	–	–	0.05%	167
2017 Q3	$228K	Buy	+3,793	New	+$227K	0.05%	158

Other funds holding IXP

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

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

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

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

Clearwater Capital Advisors's IXP Position: Q3 2018 in Review

Clearwater Capital Advisors sold out of iShares Global Comm Services ETF (IXP) in Q3 2018, closing a stake of 3,837 shares — an estimated $207K sold.

Clearwater Capital Advisors first reported a position in IXP in Q3 2017 and held it in 4 quarters. The position peaked at $273K in Q1 2018. 82 funds tracked by Wall St. Rank hold IXP as of Q3 2018.

Clearwater Capital Advisors reported no remaining iShares Global Comm Services ETF position as of Q3 2018 after selling out during the quarter.
Clearwater Capital Advisors sold 3,837 iShares Global Comm Services ETF shares in Q3 2018, an estimated $207K.
Clearwater Capital Advisors first reported a position in iShares Global Comm Services ETF in Q3 2017 and held it in 4 quarters.
Clearwater Capital Advisors's iShares Global Comm Services ETF position peaked at $273K in Q1 2018.
82 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q3 2018.

Based on Clearwater Capital Advisors's 13F filing for Q3 2018, filed 17 Oct 2018.