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Curi RMB Capital’s iShares Global Healthcare ETF IXJ Stock Holding History

Curi RMB Capital’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
Q2 		– Sell
-7,560
Closed -$462K – 796
2019
Q1 		$462K Sell
7,560
-200
-3% -$11.9K 0.01% 590
2018
Q4 		$440K Sell
7,760
-1,000
-11% -$59.8K 0.01% 676
2018
Q3 		$552K Hold
8,760
– – 0.01% 616
2018
Q2 		$494K Buy
8,760
+120
+1% +$6.77K 0.01% 630
2018
Q1 		$481K Sell
8,640
-30
-0.3% -$1.73K 0.01% 628
2017
Q4 		$488K Buy
8,670
+600
+7% +$33.7K 0.01% 607
2017
Q3 		$454K Sell
8,070
-60
-0.7% -$3.3K 0.01% 537
2017
Q2 		$445K Buy
+8,130
New +$432K 0.01% 549

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Curi RMB Capital's IXJ Position: Q2 2019 in Review

Curi RMB Capital sold out of iShares Global Healthcare ETF (IXJ) in Q2 2019, closing a stake of 7,560 shares — an estimated $462K sold.

Curi RMB Capital first reported a position in IXJ in Q2 2017 and held it in 8 quarters. The position peaked at $552K in Q3 2018. 194 funds tracked by Wall St. Rank hold IXJ as of Q2 2019.

  • Curi RMB Capital reported no remaining iShares Global Healthcare ETF position as of Q2 2019 after selling out during the quarter.
  • Curi RMB Capital sold 7,560 iShares Global Healthcare ETF shares in Q2 2019, an estimated $462K.
  • Curi RMB Capital first reported a position in iShares Global Healthcare ETF in Q2 2017 and held it in 8 quarters.
  • Curi RMB Capital's iShares Global Healthcare ETF position peaked at $552K in Q3 2018.
  • 194 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2019.

Based on Curi RMB Capital's 13F filing for Q2 2019, filed 13 Aug 2019.