CAM
IXJ icon

Concorde Asset Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Concorde Asset Management’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
2019
Q1 		– Sell
-6,565
Closed -$365K – 206
2018
Q4 		$365K Buy
+6,565
New +$393K 0.31% 107

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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Concorde Asset Management's IXJ Position: Q1 2019 in Review

Concorde Asset Management sold out of iShares Global Healthcare ETF (IXJ) in Q1 2019, closing a stake of 6,565 shares — an estimated $365K sold.

Concorde Asset Management first reported a position in IXJ in Q4 2018 and held it in 1 quarter. The position peaked at $365K in Q4 2018. 201 funds tracked by Wall St. Rank hold IXJ as of Q1 2019.

  • Concorde Asset Management reported no remaining iShares Global Healthcare ETF position as of Q1 2019 after selling out during the quarter.
  • Concorde Asset Management sold 6,565 iShares Global Healthcare ETF shares in Q1 2019, an estimated $365K.
  • Concorde Asset Management first reported a position in iShares Global Healthcare ETF in Q4 2018 and held it in 1 quarter.
  • Concorde Asset Management's iShares Global Healthcare ETF position peaked at $365K in Q4 2018.
  • 201 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2019.

Based on Concorde Asset Management's 13F filing for Q1 2019, filed 1 May 2019.