DWM
IXC icon

Doyle Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-345
Closed -$11K – 478
2019
Q2 		$11K Buy
+345
New +$11.4K ﹤0.01% 612

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
QI
Quilter Investors London, United Kingdom $22.3M AUM 6.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Doyle Wealth Management's IXC Position: Q3 2019 in Review

Doyle Wealth Management sold out of iShares Global Energy ETF (IXC) in Q3 2019, closing a stake of 345 shares — an estimated $11K sold.

Doyle Wealth Management first reported a position in IXC in Q2 2019 and held it in 1 quarter. The position peaked at $11K in Q2 2019. 126 funds tracked by Wall St. Rank hold IXC as of Q3 2019.

  • Doyle Wealth Management reported no remaining iShares Global Energy ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 345 iShares Global Energy ETF shares in Q3 2019, an estimated $11K.
  • Doyle Wealth Management first reported a position in iShares Global Energy ETF in Q2 2019 and held it in 1 quarter.
  • Doyle Wealth Management's iShares Global Energy ETF position peaked at $11K in Q2 2019.
  • 126 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.