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Edge Advisors’s iShares Global Comm Services ETF IXP Stock Holding History

Edge Advisors’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
2018
Q1 		– Sell
-650
Closed -$39K – 901
2017
Q4 		$39K Hold
650
– – ﹤0.01% 557
2017
Q3 		$39K Hold
650
– – ﹤0.01% 539
2017
Q2 		$38K Hold
650
– – ﹤0.01% 551
2017
Q1 		$38K Sell
650
-1,350
-68% -$80.3K ﹤0.01% 560
2016
Q4 		$117K Buy
+2,000
New +$117K 0.02% 356

Other funds holding IXP

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Edge Advisors's IXP Position: Q1 2018 in Review

Edge Advisors sold out of iShares Global Comm Services ETF (IXP) in Q1 2018, closing a stake of 650 shares — an estimated $39K sold.

Edge Advisors first reported a position in IXP in Q4 2016 and held it in 5 quarters. The position peaked at $117K in Q4 2016. 89 funds tracked by Wall St. Rank hold IXP as of Q1 2018.

  • Edge Advisors reported no remaining iShares Global Comm Services ETF position as of Q1 2018 after selling out during the quarter.
  • Edge Advisors sold 650 iShares Global Comm Services ETF shares in Q1 2018, an estimated $39K.
  • Edge Advisors first reported a position in iShares Global Comm Services ETF in Q4 2016 and held it in 5 quarters.
  • Edge Advisors's iShares Global Comm Services ETF position peaked at $117K in Q4 2016.
  • 89 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q1 2018.

Based on Edge Advisors's 13F filing for Q1 2018, filed 15 May 2018.