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Guardian Capital Advisors (Canada)’s iShares Global Financials ETF IXG Stock Holding History

Guardian Capital Advisors (Canada)’s Portfolio IXG Stock Details IXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-10,500
Closed -$542K – 174
2013
Q3 		$542K Hold
10,500
– – 0.12% 123
2013
Q2 		$484K Buy
+10,500
New +$527K 0.14% 106

Other funds holding IXG

SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MLICM
Metropolitan Life Insurance Company (MetLife) New York $357M AUM 13.97% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s IXG Position: Q4 2013 in Review

Guardian Capital Advisors (Canada) sold out of iShares Global Financials ETF (IXG) in Q4 2013, closing a stake of 10,500 shares — an estimated $542K sold.

Guardian Capital Advisors (Canada) first reported a position in IXG in Q2 2013 and held it in 2 quarters. The position peaked at $542K in Q3 2013. 48 funds tracked by Wall St. Rank hold IXG as of Q4 2013.

  • Guardian Capital Advisors (Canada) reported no remaining iShares Global Financials ETF position as of Q4 2013 after selling out during the quarter.
  • Guardian Capital Advisors (Canada) sold 10,500 iShares Global Financials ETF shares in Q4 2013, an estimated $542K.
  • Guardian Capital Advisors (Canada) first reported a position in iShares Global Financials ETF in Q2 2013 and held it in 2 quarters.
  • Guardian Capital Advisors (Canada)'s iShares Global Financials ETF position peaked at $542K in Q3 2013.
  • 48 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2013.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q4 2013, filed 13 Feb 2014.