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Crosspoint Capital Strategies’s iShares Global Materials ETF MXI Stock Holding History

Crosspoint Capital Strategies’s Portfolio MXI Stock Details MXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-200
Closed -$11K – 561
2015
Q4 		$11K Buy
200
+43
+27% +$2.04K ﹤0.01% 686
2015
Q3 		$7K Sell
157
-134
-46% -$6.71K 0.01% 454
2015
Q2 		$16K Buy
291
+17
+6% +$1K ﹤0.01% 448
2015
Q1 		$16K Buy
+274
New +$15.7K 0.01% 360

Other funds holding MXI

SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Destination Wealth Management
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
CWM
Cranbrook Wealth Management Bloomfield Hills, Michigan $534M AUM 18.5% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return

Crosspoint Capital Strategies's MXI Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of iShares Global Materials ETF (MXI) in Q1 2016, closing a stake of 200 shares — an estimated $11K sold.

Crosspoint Capital Strategies first reported a position in MXI in Q1 2015 and held it in 4 quarters. The position peaked at $16K in Q2 2015. 43 funds tracked by Wall St. Rank hold MXI as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining iShares Global Materials ETF position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 200 iShares Global Materials ETF shares in Q1 2016, an estimated $11K.
  • Crosspoint Capital Strategies first reported a position in iShares Global Materials ETF in Q1 2015 and held it in 4 quarters.
  • Crosspoint Capital Strategies's iShares Global Materials ETF position peaked at $16K in Q2 2015.
  • 43 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.