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Essex Savings Bank’s iShares Global Tech ETF IXN Stock Holding History

Essex Savings Bank’s Portfolio IXN Stock Details IXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-690
Closed -$21K – 407
2019
Q2 		$21K Hold
690
– – 0.01% 572
2019
Q1 		$20K Hold
690
– – 0.01% 423
2018
Q4 		$17K Buy
+690
New +$18K 0.01% 443

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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Essex Savings Bank's IXN Position: Q3 2019 in Review

Essex Savings Bank sold out of iShares Global Tech ETF (IXN) in Q3 2019, closing a stake of 690 shares — an estimated $21K sold.

Essex Savings Bank first reported a position in IXN in Q4 2018 and held it in 3 quarters. The position peaked at $21K in Q2 2019. 252 funds tracked by Wall St. Rank hold IXN as of Q3 2019.

  • Essex Savings Bank reported no remaining iShares Global Tech ETF position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 690 iShares Global Tech ETF shares in Q3 2019, an estimated $21K.
  • Essex Savings Bank first reported a position in iShares Global Tech ETF in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's iShares Global Tech ETF position peaked at $21K in Q2 2019.
  • 252 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.