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Hartford Financial Management’s iShares Global Energy ETF IXC Stock Holding History

Hartford Financial Management’s Portfolio IXC Stock Details IXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-225
Closed -$9K – 261
2014
Q3 		$9K Hold
225
– – 0.01% 214
2014
Q2 		$10K Buy
+225
New +$10.5K 0.01% 210

Other funds holding IXC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hartford Financial Management's IXC Position: Q4 2014 in Review

Hartford Financial Management sold out of iShares Global Energy ETF (IXC) in Q4 2014, closing a stake of 225 shares — an estimated $9K sold.

Hartford Financial Management first reported a position in IXC in Q2 2014 and held it in 2 quarters. The position peaked at $10K in Q2 2014. 107 funds tracked by Wall St. Rank hold IXC as of Q4 2014.

  • Hartford Financial Management reported no remaining iShares Global Energy ETF position as of Q4 2014 after selling out during the quarter.
  • Hartford Financial Management sold 225 iShares Global Energy ETF shares in Q4 2014, an estimated $9K.
  • Hartford Financial Management first reported a position in iShares Global Energy ETF in Q2 2014 and held it in 2 quarters.
  • Hartford Financial Management's iShares Global Energy ETF position peaked at $10K in Q2 2014.
  • 107 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2014.

Based on Hartford Financial Management's 13F filing for Q4 2014, filed 9 Feb 2015.