FHC
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First Heartland Consultants’s iShares Global Comm Services ETF IXP Stock Holding History

First Heartland Consultants’s Portfolio IXP Stock Details IXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-449
Closed -$27K – 303
2013
Q2 		$27K Buy
+449
New +$27.7K 0.02% 301

Other funds holding IXP

V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FAAM
First Allied Asset Management San Diego, California $712M AUM 9.35% 1-Year Est. Return

First Heartland Consultants's IXP Position: Q3 2013 in Review

First Heartland Consultants sold out of iShares Global Comm Services ETF (IXP) in Q3 2013, closing a stake of 449 shares — an estimated $27K sold.

First Heartland Consultants first reported a position in IXP in Q2 2013 and held it in 1 quarter. The position peaked at $27K in Q2 2013. 66 funds tracked by Wall St. Rank hold IXP as of Q3 2013.

  • First Heartland Consultants reported no remaining iShares Global Comm Services ETF position as of Q3 2013 after selling out during the quarter.
  • First Heartland Consultants sold 449 iShares Global Comm Services ETF shares in Q3 2013, an estimated $27K.
  • First Heartland Consultants first reported a position in iShares Global Comm Services ETF in Q2 2013 and held it in 1 quarter.
  • First Heartland Consultants's iShares Global Comm Services ETF position peaked at $27K in Q2 2013.
  • 66 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q3 2013.

Based on First Heartland Consultants's 13F filing for Q3 2013, filed 14 Nov 2013.