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Estate Counselors’s iShares Global Healthcare ETF IXJ Stock Holding History

Estate Counselors’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
Q4 		– Sell
-16,900
Closed -$672K – 55
2013
Q3 		$672K Sell
16,900
-400
-2% -$15.7K 0.31% 37
2013
Q2 		$649K Buy
+17,300
New +$660K 0.33% 39

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Estate Counselors's IXJ Position: Q4 2013 in Review

Estate Counselors sold out of iShares Global Healthcare ETF (IXJ) in Q4 2013, closing a stake of 16,900 shares — an estimated $672K sold.

Estate Counselors first reported a position in IXJ in Q2 2013 and held it in 2 quarters. The position peaked at $672K in Q3 2013. 103 funds tracked by Wall St. Rank hold IXJ as of Q4 2013.

  • Estate Counselors reported no remaining iShares Global Healthcare ETF position as of Q4 2013 after selling out during the quarter.
  • Estate Counselors sold 16,900 iShares Global Healthcare ETF shares in Q4 2013, an estimated $672K.
  • Estate Counselors first reported a position in iShares Global Healthcare ETF in Q2 2013 and held it in 2 quarters.
  • Estate Counselors's iShares Global Healthcare ETF position peaked at $672K in Q3 2013.
  • 103 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2013.

Based on Estate Counselors's 13F filing for Q4 2013, filed 17 Jan 2014.