Global Wealth Management Investment Advisory’s iShares Global Comm Services ETF IXP Stock Holding History

Global Wealth Management Investment 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
2020 Q1	–	Sell	-200	Closed	-$12K	–	629
2019 Q4	$12K	Hold	200	–	–	0.01%	328
2019 Q3	$11K	Hold	200	–	–	0.01%	313
2019 Q2	$11K	Sell	200 -209	-51%	-$12K	0.01%	354
2019 Q1	$23K	Buy	409 +88	+27%	+$4.8K	0.01%	292
2018 Q4	$16K	Buy	+321	New	+$17.2K	0.01%	321

Other funds holding IXP

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Global Wealth Management Investment Advisory's IXP Position: Q1 2020 in Review

Global Wealth Management Investment Advisory sold out of iShares Global Comm Services ETF (IXP) in Q1 2020, closing a stake of 200 shares — an estimated $12K sold.

Global Wealth Management Investment Advisory first reported a position in IXP in Q4 2018 and held it in 5 quarters. The position peaked at $23K in Q1 2019. 75 funds tracked by Wall St. Rank hold IXP as of Q1 2020.

Global Wealth Management Investment Advisory reported no remaining iShares Global Comm Services ETF position as of Q1 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 200 iShares Global Comm Services ETF shares in Q1 2020, an estimated $12K.
Global Wealth Management Investment Advisory first reported a position in iShares Global Comm Services ETF in Q4 2018 and held it in 5 quarters.
Global Wealth Management Investment Advisory's iShares Global Comm Services ETF position peaked at $23K in Q1 2019.
75 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q1 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2020, filed 14 May 2020.