Genovese Burford & Brothers Wealth & Retirement Plan Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Portfolio IXJ Stock Details IXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-38	Closed	-$2K	–	223
2018 Q2	$2K	Hold	38	–	–	﹤0.01%	405
2018 Q1	$2K	Buy	+38	New	+$2.19K	﹤0.01%	409
2017 Q4	–	Sell	-38	Closed	-$2K	–	353
2017 Q3	$2K	Hold	38	–	–	﹤0.01%	382
2017 Q2	$2K	Hold	38	–	–	﹤0.01%	358
2017 Q1	$2K	Hold	38	–	–	﹤0.01%	393
2016 Q4	$2K	Hold	38	–	–	﹤0.01%	443
2016 Q3	$1K	Hold	38	–	–	﹤0.01%	412
2016 Q2	$1K	Hold	38	–	–	﹤0.01%	391
2016 Q1	$1K	Hold	38	–	–	﹤0.01%	370
2015 Q4	$2K	Buy	+38	New	+$1.96K	﹤0.01%	342

Other funds holding IXJ

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's IXJ Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of iShares Global Healthcare ETF (IXJ) in Q3 2018, closing a stake of 38 shares — an estimated $2K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in IXJ in Q4 2015 and held it in 10 quarters. The position peaked at $2K in Q2 2018. 181 funds tracked by Wall St. Rank hold IXJ as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining iShares Global Healthcare ETF position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 38 iShares Global Healthcare ETF shares in Q3 2018, an estimated $2K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in iShares Global Healthcare ETF in Q4 2015 and held it in 10 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's iShares Global Healthcare ETF position peaked at $2K in Q2 2018.
181 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.