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Gradient Investments’s iShares Global Comm Services ETF IXP Stock Holding History

Gradient Investments’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
2017
Q3 		– Sell
-14
Closed -$1K – 478
2017
Q2 		$1K Buy
+14
New +$835 ﹤0.01% 737

Other funds holding IXP

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 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
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Gradient Investments's IXP Position: Q3 2017 in Review

Gradient Investments sold out of iShares Global Comm Services ETF (IXP) in Q3 2017, closing a stake of 14 shares — an estimated $1K sold.

Gradient Investments first reported a position in IXP in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 77 funds tracked by Wall St. Rank hold IXP as of Q3 2017.

  • Gradient Investments reported no remaining iShares Global Comm Services ETF position as of Q3 2017 after selling out during the quarter.
  • Gradient Investments sold 14 iShares Global Comm Services ETF shares in Q3 2017, an estimated $1K.
  • Gradient Investments first reported a position in iShares Global Comm Services ETF in Q2 2017 and held it in 1 quarter.
  • Gradient Investments's iShares Global Comm Services ETF position peaked at $1K in Q2 2017.
  • 77 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q3 2017.

Based on Gradient Investments's 13F filing for Q3 2017, filed 16 Oct 2017.