Fukoku Mutual Life Insurance’s iShares Global Energy ETF IXC Stock Holding History

Fukoku Mutual Life Insurance’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	-444,000	Closed	-$7.28M	–	315
2020 Q3	$7.28M	Hold	444,000	–	–	0.77%	46
2020 Q2	$8.68M	Hold	444,000	–	–	0.98%	41
2020 Q1	$7.5M	Hold	444,000	–	–	1.09%	37
2019 Q4	$13.7M	Hold	444,000	–	–	1.49%	24
2019 Q3	$13.6M	Hold	444,000	–	–	1.57%	24
2019 Q2	$14.4M	Hold	444,000	–	–	1.76%	19
2019 Q1	$15M	Hold	444,000	–	–	1.92%	15
2018 Q4	$13M	Hold	444,000	–	–	1.81%	15
2018 Q3	$16.7M	Hold	444,000	–	–	2.15%	11
2018 Q2	$16.6M	Hold	444,000	–	–	2.36%	8
2018 Q1	$15.1M	Hold	444,000	–	–	2.31%	8
2017 Q4	$15.8M	Hold	444,000	–	–	2.38%	7
2017 Q3	$15.1M	Sell	444,000 -223,000	-33%	-$7.1M	2.23%	8
2017 Q2	$20.7M	Hold	667,000	–	–	3.05%	5
2017 Q1	$22.1M	Hold	667,000	–	–	3.65%	5
2016 Q4	$23.2M	Hold	667,000	–	–	3.9%	5
2016 Q3	$21.9M	Hold	667,000	–	–	3.96%	5
2016 Q2	$21.6M	Hold	667,000	–	–	4.22%	3
2016 Q1	$19.7M	Hold	667,000	–	–	4.29%	4
2015 Q4	$18.7M	Hold	667,000	–	–	3.17%	6
2015 Q3	$19.1M	Hold	667,000	–	–	3.61%	6
2015 Q2	$23.3M	Buy	667,000 +335,000	+101%	+$12.5M	3.69%	3
2015 Q1	$11.8M	Buy	332,000 +117,000	+54%	+$4.24M	1.95%	13
2014 Q4	$8M	Buy	+215,000	New	+$8.55M	1.41%	25

Other funds holding IXC

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fukoku Mutual Life Insurance's IXC Position: Q4 2020 in Review

Fukoku Mutual Life Insurance sold out of iShares Global Energy ETF (IXC) in Q4 2020, closing a stake of 444,000 shares — an estimated $7.28M sold.

Fukoku Mutual Life Insurance first reported a position in IXC in Q4 2014 and held it in 24 quarters. The position peaked at $23.3M in Q2 2015. 170 funds tracked by Wall St. Rank hold IXC as of Q4 2020.

Fukoku Mutual Life Insurance reported no remaining iShares Global Energy ETF position as of Q4 2020 after selling out during the quarter.
Fukoku Mutual Life Insurance sold 444,000 iShares Global Energy ETF shares in Q4 2020, an estimated $7.28M.
Fukoku Mutual Life Insurance first reported a position in iShares Global Energy ETF in Q4 2014 and held it in 24 quarters.
Fukoku Mutual Life Insurance's iShares Global Energy ETF position peaked at $23.3M in Q2 2015.
170 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2020.

Based on Fukoku Mutual Life Insurance's 13F filing for Q4 2020, filed 27 Jan 2021.