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Fort Washington Investment Advisors’s iShares Global Energy ETF IXC Stock Holding History

Fort Washington Investment Advisors’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
2020
Q4 		– Sell
-10,700
Closed -$175K – 500
2020
Q3 		$175K Sell
10,700
-500
-4% -$9.44K ﹤0.01% 480
2020
Q2 		$219K Sell
11,200
-5,500
-33% -$107K ﹤0.01% 475
2020
Q1 		$282K Hold
16,700
– – ﹤0.01% 372
2019
Q4 		$515K Buy
16,700
+6,500
+64% +$199K 0.01% 382
2019
Q3 		$312K Hold
10,200
– – ﹤0.01% 437
2019
Q2 		$331K Hold
10,200
– – ﹤0.01% 434
2019
Q1 		$344K Hold
10,200
– – ﹤0.01% 431
2018
Q4 		$299K Sell
10,200
-3,300
-24% -$111K ﹤0.01% 454
2018
Q3 		$509K Hold
13,500
– – 0.01% 428
2018
Q2 		$505K Sell
13,500
-734
-5% -$27.2K 0.01% 426
2018
Q1 		$484K Sell
14,234
-430
-3% -$15.1K 0.01% 444
2017
Q4 		$521K Sell
14,664
-100
-0.7% -$3.43K 0.01% 469
2017
Q3 		$502K Sell
14,764
-400
-3% -$12.7K 0.01% 400
2017
Q2 		$471K Hold
15,164
– – 0.01% 400
2017
Q1 		$503K Hold
15,164
– – 0.01% 393
2016
Q4 		$528K Sell
15,164
-2,000
-12% -$67.3K 0.01% 383
2016
Q3 		$564K Hold
17,164
– – 0.01% 335
2016
Q2 		$555K Buy
17,164
+130
+0.8% +$4.06K 0.01% 346
2016
Q1 		$503K Sell
17,034
-1,025
-6% -$28K 0.01% 364
2015
Q4 		$506K Sell
18,059
-5,025
-22% -$155K 0.01% 340
2015
Q3 		$662K Sell
23,084
-9,925
-30% -$312K 0.01% 326
2015
Q2 		$1.16M Hold
33,009
– – 0.02% 257
2015
Q1 		$1.18M Sell
33,009
-5,900
-15% -$214K 0.02% 255
2014
Q4 		$1.45M Sell
38,909
-4,825
-11% -$192K 0.03% 230
2014
Q3 		$1.92M Sell
43,734
-2,500
-5% -$117K 0.04% 209
2014
Q2 		$2.24M Hold
46,234
– – 0.04% 215
2014
Q1 		$2.02M Sell
46,234
-10,200
-18% -$430K 0.04% 212
2013
Q4 		$2.44M Sell
56,434
-600
-1% -$25.4K 0.06% 231
2013
Q3 		$2.34M Sell
57,034
-1,033
-2% -$41.7K 0.06% 249
2013
Q2 		$2.22M Buy
+58,067
New +$2.31M 0.05% 254

Other funds holding IXC

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fort Washington Investment Advisors's IXC Position: Q4 2020 in Review

Fort Washington Investment Advisors sold out of iShares Global Energy ETF (IXC) in Q4 2020, closing a stake of 10,700 shares — an estimated $175K sold.

Fort Washington Investment Advisors first reported a position in IXC in Q2 2013 and held it in 30 quarters. The position peaked at $2.44M in Q4 2013. 170 funds tracked by Wall St. Rank hold IXC as of Q4 2020.

  • Fort Washington Investment Advisors reported no remaining iShares Global Energy ETF position as of Q4 2020 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 10,700 iShares Global Energy ETF shares in Q4 2020, an estimated $175K.
  • Fort Washington Investment Advisors first reported a position in iShares Global Energy ETF in Q2 2013 and held it in 30 quarters.
  • Fort Washington Investment Advisors's iShares Global Energy ETF position peaked at $2.44M in Q4 2013.
  • 170 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2020.

Based on Fort Washington Investment Advisors's 13F filing for Q4 2020, filed 3 Feb 2021.