Endurance Wealth Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Endurance Wealth 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
2019 Q1	–	Sell	-100	Closed	-$6K	–	479
2018 Q4	$6K	Hold	100	–	–	﹤0.01%	401
2018 Q3	$6K	Hold	100	–	–	﹤0.01%	423
2018 Q2	$6K	Sell	100 -160	-62%	-$9.03K	﹤0.01%	428
2018 Q1	$14K	Hold	260	–	–	﹤0.01%	401
2017 Q4	$15K	Hold	260	–	–	﹤0.01%	376
2017 Q3	$15K	Hold	260	–	–	﹤0.01%	369
2017 Q2	$14K	Hold	260	–	–	﹤0.01%	386
2017 Q1	$13K	Hold	260	–	–	﹤0.01%	390
2016 Q4	$12K	Hold	260	–	–	﹤0.01%	375
2016 Q3	$13K	Hold	260	–	–	﹤0.01%	374
2016 Q2	$13K	Hold	260	–	–	﹤0.01%	359
2016 Q1	$13K	Hold	260	–	–	﹤0.01%	364
2015 Q4	$13K	Hold	260	–	–	﹤0.01%	378
2015 Q3	$13K	Hold	260	–	–	﹤0.01%	375
2015 Q2	$14K	Buy	+260	New	+$14.3K	﹤0.01%	383

Other funds holding IXJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Endurance Wealth Management's IXJ Position: Q1 2019 in Review

Endurance Wealth Management sold out of iShares Global Healthcare ETF (IXJ) in Q1 2019, closing a stake of 100 shares — an estimated $6K sold.

Endurance Wealth Management first reported a position in IXJ in Q2 2015 and held it in 15 quarters. The position peaked at $15K in Q4 2017. 201 funds tracked by Wall St. Rank hold IXJ as of Q1 2019.

Endurance Wealth Management reported no remaining iShares Global Healthcare ETF position as of Q1 2019 after selling out during the quarter.
Endurance Wealth Management sold 100 iShares Global Healthcare ETF shares in Q1 2019, an estimated $6K.
Endurance Wealth Management first reported a position in iShares Global Healthcare ETF in Q2 2015 and held it in 15 quarters.
Endurance Wealth Management's iShares Global Healthcare ETF position peaked at $15K in Q4 2017.
201 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2019.

Based on Endurance Wealth Management's 13F filing for Q1 2019, filed 1 May 2019.