GI
IPW

Glovista Investments’s SPDR S&P International Energy Sector IPW Stock Holding History

Glovista Investments’s Portfolio IPW Stock Details IPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-33,814
Closed -$632K – 121
2016
Q4 		$632K Buy
33,814
+13,250
+64% +$238K 0.11% 54
2016
Q3 		$361K Sell
20,564
-358,084
-95% -$6.21M 0.07% 66
2016
Q2 		$6.65M Buy
+378,648
New +$6.39M 1.19% 17

Other funds holding IPW

X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
SAA
Southeast Asset Advisors Thomasville, Georgia $913M AUM 25.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Glovista Investments's IPW Position: Q1 2017 in Review

Glovista Investments sold out of SPDR S&P International Energy Sector (IPW) in Q1 2017, closing a stake of 33,814 shares — an estimated $632K sold.

Glovista Investments first reported a position in IPW in Q2 2016 and held it in 3 quarters. The position peaked at $6.65M in Q2 2016. 19 funds tracked by Wall St. Rank hold IPW as of Q1 2017.

  • Glovista Investments reported no remaining SPDR S&P International Energy Sector position as of Q1 2017 after selling out during the quarter.
  • Glovista Investments sold 33,814 SPDR S&P International Energy Sector shares in Q1 2017, an estimated $632K.
  • Glovista Investments first reported a position in SPDR S&P International Energy Sector in Q2 2016 and held it in 3 quarters.
  • Glovista Investments's SPDR S&P International Energy Sector position peaked at $6.65M in Q2 2016.
  • 19 funds tracked by Wall St. Rank held SPDR S&P International Energy Sector as of Q1 2017.

Based on Glovista Investments's 13F filing for Q1 2017, filed 12 May 2017.