First Allied Advisory Services’s iShares Global Financials ETF IXG Stock Holding History

First Allied Advisory Services’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
2019 Q4	–	Sell	-781	Closed	-$50K	–	1410
2019 Q3	$50K	Buy	+781	New	+$49.1K	﹤0.01%	1357
2018 Q1	–	Sell	-677	Closed	-$46K	–	1322
2017 Q4	$46K	Buy	+677	New	+$46.2K	﹤0.01%	1316

Other funds holding IXG

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

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

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

PAMU

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

First Allied Advisory Services's IXG Position: Q4 2019 in Review

First Allied Advisory Services sold out of iShares Global Financials ETF (IXG) in Q4 2019, closing a stake of 781 shares — an estimated $50K sold.

First Allied Advisory Services first reported a position in IXG in Q4 2017 and held it in 2 quarters. The position peaked at $50K in Q3 2019. 78 funds tracked by Wall St. Rank hold IXG as of Q4 2019.

First Allied Advisory Services reported no remaining iShares Global Financials ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 781 iShares Global Financials ETF shares in Q4 2019, an estimated $50K.
First Allied Advisory Services first reported a position in iShares Global Financials ETF in Q4 2017 and held it in 2 quarters.
First Allied Advisory Services's iShares Global Financials ETF position peaked at $50K in Q3 2019.
78 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.