CT Financial Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

CT Financial Advisors’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
2017 Q1	$53.5K	Hold	1,040	–	–	0.03%	266
2016 Q4	$49.3K	Buy	1,040 +6	+0.6%	+$288	0.03%	272
2016 Q3	$52K	Hold	1,034	–	–	0.03%	260
2016 Q2	$52.2K	Buy	1,034 +10	+1%	+$499	0.03%	260
2016 Q1	$49.3K	Buy	1,024 +2	+0.2%	+$95	0.03%	291
2015 Q4	$52.4K	Buy	1,022 +18	+2%	+$926	0.03%	293
2015 Q3	$49.4K	Hold	1,004	–	–	0.03%	293
2015 Q2	$54.5K	Buy	1,004 +8	+0.8%	+$440	0.03%	295
2015 Q1	$53.7K	Sell	996 -324	-25%	-$17K	0.03%	296
2014 Q4	$65.7K	Buy	+1,320	New	+$65.6K	0.05%	211
2014 Q1	$53.7K	Buy	+996	New	+$44.4K	0.03%	296

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $38.1B AUM

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CT Financial Advisors's IXJ Position: Q1 2017 in Review

CT Financial Advisors held its iShares Global Healthcare ETF (IXJ) position steady in Q1 2017 at 1,040 shares worth $53.5K. The position accounts for 0.03% of the portfolio, ranked #266.

CT Financial Advisors first reported a position in IXJ in Q1 2014 and has held it in 11 quarters since. The position peaked at $65.7K in Q4 2014. 140 funds tracked by Wall St. Rank hold IXJ as of Q1 2017.

CT Financial Advisors held 1,040 shares of iShares Global Healthcare ETF worth $53.5K as of Q1 2017.
CT Financial Advisors left its iShares Global Healthcare ETF share count unchanged in Q1 2017.
iShares Global Healthcare ETF made up 0.03% of CT Financial Advisors's portfolio in Q1 2017, its #266 holding.
CT Financial Advisors first reported a position in iShares Global Healthcare ETF in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's iShares Global Healthcare ETF position peaked at $65.7K in Q4 2014.
140 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.