Family Management’s iShares Global Tech ETF IXN Stock Holding History

Family Management’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 Q4	–	Sell	-900	Closed	-$28K	–	200
2019 Q3	$28K	Hold	900	–	–	0.01%	169
2019 Q2	$27K	Buy	+900	New	+$26.3K	0.01%	166

Other funds holding IXN

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Family Management's IXN Position: Q4 2019 in Review

Family Management sold out of iShares Global Tech ETF (IXN) in Q4 2019, closing a stake of 900 shares — an estimated $28K sold.

Family Management first reported a position in IXN in Q2 2019 and held it in 2 quarters. The position peaked at $28K in Q3 2019. 304 funds tracked by Wall St. Rank hold IXN as of Q4 2019.

Family Management reported no remaining iShares Global Tech ETF position as of Q4 2019 after selling out during the quarter.
Family Management sold 900 iShares Global Tech ETF shares in Q4 2019, an estimated $28K.
Family Management first reported a position in iShares Global Tech ETF in Q2 2019 and held it in 2 quarters.
Family Management's iShares Global Tech ETF position peaked at $28K in Q3 2019.
304 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2019.

Based on Family Management's 13F filing for Q4 2019, filed 11 Feb 2020.