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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 $27.8B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return