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Fiduciary Trust’s iShares Global Financials ETF IXG Stock Holding History

Fiduciary Trust’s Portfolio IXG Stock Details IXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,435
Closed -$154K – 479
2017
Q2 		$154K Buy
+2,435
New +$150K ﹤0.01% 472

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return

Fiduciary Trust's IXG Position: Q3 2017 in Review

Fiduciary Trust sold out of iShares Global Financials ETF (IXG) in Q3 2017, closing a stake of 2,435 shares — an estimated $154K sold.

Fiduciary Trust first reported a position in IXG in Q2 2017 and held it in 1 quarter. The position peaked at $154K in Q2 2017. 77 funds tracked by Wall St. Rank hold IXG as of Q3 2017.

  • Fiduciary Trust reported no remaining iShares Global Financials ETF position as of Q3 2017 after selling out during the quarter.
  • Fiduciary Trust sold 2,435 iShares Global Financials ETF shares in Q3 2017, an estimated $154K.
  • Fiduciary Trust first reported a position in iShares Global Financials ETF in Q2 2017 and held it in 1 quarter.
  • Fiduciary Trust's iShares Global Financials ETF position peaked at $154K in Q2 2017.
  • 77 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2017.

Based on Fiduciary Trust's 13F filing for Q3 2017, filed 2 Nov 2017.