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Fulcrum Equity Management’s iShares Global Tech ETF IXN Stock Holding History

Fulcrum Equity Management’s Portfolio IXN Stock Details IXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-13,800
Closed -$393K – 105
2019
Q1 		$393K Hold
13,800
– – 0.14% 52
2018
Q4 		$331K Buy
+13,800
New +$361K 0.12% 39

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fulcrum Equity Management's IXN Position: Q2 2019 in Review

Fulcrum Equity Management sold out of iShares Global Tech ETF (IXN) in Q2 2019, closing a stake of 13,800 shares — an estimated $393K sold.

Fulcrum Equity Management first reported a position in IXN in Q4 2018 and held it in 2 quarters. The position peaked at $393K in Q1 2019. 246 funds tracked by Wall St. Rank hold IXN as of Q2 2019.

  • Fulcrum Equity Management reported no remaining iShares Global Tech ETF position as of Q2 2019 after selling out during the quarter.
  • Fulcrum Equity Management sold 13,800 iShares Global Tech ETF shares in Q2 2019, an estimated $393K.
  • Fulcrum Equity Management first reported a position in iShares Global Tech ETF in Q4 2018 and held it in 2 quarters.
  • Fulcrum Equity Management's iShares Global Tech ETF position peaked at $393K in Q1 2019.
  • 246 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2019.

Based on Fulcrum Equity Management's 13F filing for Q2 2019, filed 12 Aug 2019.