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Dynamic Advisor Solutions’s iShares Global Comm Services ETF IXP Stock Holding History

Dynamic Advisor Solutions’s Portfolio IXP Stock Details IXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-3,450
Closed -$200K – 205
2015
Q4 		$200K Sell
3,450
-1,100
-24% -$65.1K 0.08% 202
2015
Q3 		$258K Buy
+4,550
New +$277K 0.13% 151
2014
Q4 		– Sell
-5,036
Closed -$317K – 206
2014
Q3 		$317K Buy
5,036
+1,485
+42% +$94.8K 0.17% 142
2014
Q2 		$224K Buy
3,551
+460
+15% +$31.3K 0.13% 178
2014
Q1 		$207K Buy
+3,091
New +$204K 0.14% 180

Other funds holding IXP

V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
BAM
Baring Asset Management London, United Kingdom $1.71B AUM 36.27% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return

Dynamic Advisor Solutions's IXP Position: Q1 2016 in Review

Dynamic Advisor Solutions sold out of iShares Global Comm Services ETF (IXP) in Q1 2016, closing a stake of 3,450 shares — an estimated $200K sold.

Dynamic Advisor Solutions first reported a position in IXP in Q1 2014 and held it in 5 quarters. The position peaked at $317K in Q3 2014. 82 funds tracked by Wall St. Rank hold IXP as of Q1 2016.

  • Dynamic Advisor Solutions reported no remaining iShares Global Comm Services ETF position as of Q1 2016 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 3,450 iShares Global Comm Services ETF shares in Q1 2016, an estimated $200K.
  • Dynamic Advisor Solutions first reported a position in iShares Global Comm Services ETF in Q1 2014 and held it in 5 quarters.
  • Dynamic Advisor Solutions's iShares Global Comm Services ETF position peaked at $317K in Q3 2014.
  • 82 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q1 2016.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2016, filed 2 May 2016.