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Greenwood Capital Associates’s iShares Global Materials ETF MXI Stock Holding History

Greenwood Capital Associates’s Portfolio MXI Stock Details MXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-28,730
Closed -$1.57M – 212
2016
Q4 		$1.57M Buy
+28,730
New +$1.56M 0.44% 82

Other funds holding MXI

ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Greenwood Capital Associates's MXI Position: Q1 2017 in Review

Greenwood Capital Associates sold out of iShares Global Materials ETF (MXI) in Q1 2017, closing a stake of 28,730 shares — an estimated $1.57M sold.

Greenwood Capital Associates first reported a position in MXI in Q4 2016 and held it in 1 quarter. The position peaked at $1.57M in Q4 2016. 57 funds tracked by Wall St. Rank hold MXI as of Q1 2017.

  • Greenwood Capital Associates reported no remaining iShares Global Materials ETF position as of Q1 2017 after selling out during the quarter.
  • Greenwood Capital Associates sold 28,730 iShares Global Materials ETF shares in Q1 2017, an estimated $1.57M.
  • Greenwood Capital Associates first reported a position in iShares Global Materials ETF in Q4 2016 and held it in 1 quarter.
  • Greenwood Capital Associates's iShares Global Materials ETF position peaked at $1.57M in Q4 2016.
  • 57 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q1 2017.

Based on Greenwood Capital Associates's 13F filing for Q1 2017, filed 9 May 2017.