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Hirtle Callaghan & Co’s iShares Global Healthcare ETF IXJ Stock Holding History

Hirtle Callaghan & Co’s Portfolio IXJ Stock Details IXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-400
Closed -$20K – 193
2014
Q4 		$20K Hold
400
– – ﹤0.01% 378
2014
Q3 		$20K Hold
400
– – ﹤0.01% 412
2014
Q2 		$19K Hold
400
– – ﹤0.01% 466
2014
Q1 		$18K Hold
400
– – ﹤0.01% 458
2013
Q4 		$17K Hold
400
– – ﹤0.01% 437
2013
Q3 		$16K Buy
+400
New +$15.7K ﹤0.01% 450

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Hirtle Callaghan & Co's IXJ Position: Q1 2015 in Review

Hirtle Callaghan & Co sold out of iShares Global Healthcare ETF (IXJ) in Q1 2015, closing a stake of 400 shares — an estimated $20K sold.

Hirtle Callaghan & Co first reported a position in IXJ in Q3 2013 and held it in 6 quarters. The position peaked at $20K in Q4 2014. 133 funds tracked by Wall St. Rank hold IXJ as of Q1 2015.

  • Hirtle Callaghan & Co reported no remaining iShares Global Healthcare ETF position as of Q1 2015 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 400 iShares Global Healthcare ETF shares in Q1 2015, an estimated $20K.
  • Hirtle Callaghan & Co first reported a position in iShares Global Healthcare ETF in Q3 2013 and held it in 6 quarters.
  • Hirtle Callaghan & Co's iShares Global Healthcare ETF position peaked at $20K in Q4 2014.
  • 133 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2015.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2015, filed 15 May 2015.