FMA Advisory’s iShares Global Comm Services ETF IXP Stock Holding History

FMA Advisory’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
2019 Q2	–	Sell	-4,298	Closed	-$242K	–	146
2019 Q1	$242K	Sell	4,298 -313	-7%	-$17.1K	0.11%	139
2018 Q4	$231K	Sell	4,611 -1,243	-21%	-$66.6K	0.12%	137
2018 Q3	$339K	Hold	5,854	–	–	0.15%	125
2018 Q2	$317K	Buy	5,854 +40	+0.7%	+$2.26K	0.15%	130
2018 Q1	$333K	Hold	5,814	–	–	0.16%	124
2017 Q4	$352K	Buy	+5,814	New	+$349K	0.17%	123
2015 Q2	$12K	Buy	+200	New	+$12.8K	0.01%	273

Other funds holding IXP

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FMA Advisory's IXP Position: Q2 2019 in Review

FMA Advisory sold out of iShares Global Comm Services ETF (IXP) in Q2 2019, closing a stake of 4,298 shares — an estimated $242K sold.

FMA Advisory first reported a position in IXP in Q2 2015 and held it in 7 quarters. The position peaked at $352K in Q4 2017. 71 funds tracked by Wall St. Rank hold IXP as of Q2 2019.

FMA Advisory reported no remaining iShares Global Comm Services ETF position as of Q2 2019 after selling out during the quarter.
FMA Advisory sold 4,298 iShares Global Comm Services ETF shares in Q2 2019, an estimated $242K.
FMA Advisory first reported a position in iShares Global Comm Services ETF in Q2 2015 and held it in 7 quarters.
FMA Advisory's iShares Global Comm Services ETF position peaked at $352K in Q4 2017.
71 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q2 2019.

Based on FMA Advisory's 13F filing for Q2 2019, filed 12 Apr 2021.