Financial Architects (New Jersey)’s iShares Global Energy ETF IXC Stock Holding History

Financial Architects (New Jersey)’s Portfolio IXC Stock Details IXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-3	Closed	–	–	1458
2018 Q2	$0	Hold	3	–	–	﹤0.01%	1414
2018 Q1	$0	Hold	3	–	–	﹤0.01%	1493
2017 Q4	$0	Hold	3	–	–	﹤0.01%	1538
2017 Q3	$0	Hold	3	–	–	﹤0.01%	1537
2017 Q2	$0	Buy	+3	New	+$97	﹤0.01%	1564

Other funds holding IXC

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Architects (New Jersey)'s IXC Position: Q3 2018 in Review

Financial Architects (New Jersey) sold out of iShares Global Energy ETF (IXC) in Q3 2018, closing a stake of 3 shares.

Financial Architects (New Jersey) first reported a position in IXC in Q2 2017 and held it in 5 quarters. The position peaked at $0 in Q2 2018. 150 funds tracked by Wall St. Rank hold IXC as of Q3 2018.

Financial Architects (New Jersey) reported no remaining iShares Global Energy ETF position as of Q3 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 3 iShares Global Energy ETF shares in Q3 2018.
Financial Architects (New Jersey) first reported a position in iShares Global Energy ETF in Q2 2017 and held it in 5 quarters.
Financial Architects (New Jersey)'s iShares Global Energy ETF position peaked at $0 in Q2 2018.
150 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2018, filed 29 Oct 2018.