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Cutler Group’s iShares Global Energy ETF IXC Stock Holding History

Cutler Group’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
2021
Q4 		– Sell
-1,100
Closed -$1K – 5714
2021
Q3 		$1K Sell
1,100
-5,200
-83% -$130K ﹤0.01% 5339
2021
Q2 		$2K Buy
6,300
+1,100
+21% +$28.6K ﹤0.01% 5019
2021
Q1 		$1K Buy
+5,200
New +$123K ﹤0.01% 5253
2020
Q3 		– Sell
-200
Closed -$1K – 4974
2020
Q2 		$1K Hold
200
– – ﹤0.01% 4072
2020
Q1 		$2K Buy
+200
New +$4.99K ﹤0.01% 3492

Other funds holding IXC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Cutler Group's IXC Position: Q3 2023 in Review

Cutler Group sold out of iShares Global Energy ETF (IXC) in Q3 2023, closing a stake of 300 shares — an estimated $11.9K sold.

Cutler Group first reported a position in IXC in Q3 2016 and held it in 13 quarters. The position peaked at $279K in Q2 2021. 263 funds tracked by Wall St. Rank hold IXC as of Q3 2023.

  • Cutler Group reported no remaining iShares Global Energy ETF position as of Q3 2023 after selling out during the quarter.
  • Cutler Group sold 300 iShares Global Energy ETF shares in Q3 2023, an estimated $11.9K.
  • Cutler Group first reported a position in iShares Global Energy ETF in Q3 2016 and held it in 13 quarters.
  • Cutler Group's iShares Global Energy ETF position peaked at $279K in Q2 2021.
  • 263 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2023.

Based on Cutler Group's 13F filing for Q3 2023, filed 7 Nov 2023.