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Echo Point Investment Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Echo Point Investment Management’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
2013
Q3 		$2K Hold
38
– – 0.01% 15
2013
Q2 		$1K Buy
+38
New +$1.45K ﹤0.01% 21

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Echo Point Investment Management's IXJ Position: Q3 2013 in Review

Echo Point Investment Management held its iShares Global Healthcare ETF (IXJ) position steady in Q3 2013 at 38 shares worth $2K. The position accounts for 0.01% of the portfolio, ranked #15.

Echo Point Investment Management first reported a position in IXJ in Q2 2013 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold IXJ as of Q3 2013.

  • Echo Point Investment Management held 38 shares of iShares Global Healthcare ETF worth $2K as of Q3 2013.
  • Echo Point Investment Management left its iShares Global Healthcare ETF share count unchanged in Q3 2013.
  • iShares Global Healthcare ETF made up 0.01% of Echo Point Investment Management's portfolio in Q3 2013, its #15 holding.
  • Echo Point Investment Management first reported a position in iShares Global Healthcare ETF in Q2 2013 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2013.

Based on Echo Point Investment Management's 13F filing for Q3 2013, filed 5 Nov 2013.