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East Coast Asset Management’s iShares Global Materials ETF MXI Stock Holding History

East Coast Asset Management’s Portfolio MXI Stock Details MXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-20
Closed -$1K – 256
2013
Q2 		$1K Buy
+20
New +$1.16K ﹤0.01% 410

Other funds holding MXI

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $628M AUM 15.58% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

East Coast Asset Management's MXI Position: Q3 2013 in Review

East Coast Asset Management sold out of iShares Global Materials ETF (MXI) in Q3 2013, closing a stake of 20 shares — an estimated $1K sold.

East Coast Asset Management first reported a position in MXI in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 65 funds tracked by Wall St. Rank hold MXI as of Q3 2013.

  • East Coast Asset Management reported no remaining iShares Global Materials ETF position as of Q3 2013 after selling out during the quarter.
  • East Coast Asset Management sold 20 iShares Global Materials ETF shares in Q3 2013, an estimated $1K.
  • East Coast Asset Management first reported a position in iShares Global Materials ETF in Q2 2013 and held it in 1 quarter.
  • East Coast Asset Management's iShares Global Materials ETF position peaked at $1K in Q2 2013.
  • 65 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q3 2013.

Based on East Coast Asset Management's 13F filing for Q3 2013, filed 14 Nov 2013.