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Credential Securities’s iShares Global Energy ETF IXC Stock Holding History

Credential Securities’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
2016
Q3 		– Sell
-80
Closed -$2.58K – 256
2016
Q2 		$2.58K Buy
+80
New +$2.5K ﹤0.01% 213
2014
Q4 		– Sell
-530
Closed -$23.4K – 220
2014
Q3 		$23.4K Buy
+530
New +$24.8K 0.02% 188

Other funds holding IXC

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Credential Securities's IXC Position: Q3 2016 in Review

Credential Securities sold out of iShares Global Energy ETF (IXC) in Q3 2016, closing a stake of 80 shares — an estimated $2.58K sold.

Credential Securities first reported a position in IXC in Q3 2014 and held it in 2 quarters. The position peaked at $23.4K in Q3 2014. 120 funds tracked by Wall St. Rank hold IXC as of Q3 2016.

  • Credential Securities reported no remaining iShares Global Energy ETF position as of Q3 2016 after selling out during the quarter.
  • Credential Securities sold 80 iShares Global Energy ETF shares in Q3 2016, an estimated $2.58K.
  • Credential Securities first reported a position in iShares Global Energy ETF in Q3 2014 and held it in 2 quarters.
  • Credential Securities's iShares Global Energy ETF position peaked at $23.4K in Q3 2014.
  • 120 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2016.

Based on Credential Securities's 13F filing for Q3 2016, filed 21 Jul 2025.