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Holistic Financial Partners’s iShares Global Comm Services ETF IXP Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-200
Closed -$11K – 202
2018
Q1 		$11K Hold
200
– – 0.01% 311
2017
Q4 		$12K Buy
+200
New +$12K 0.01% 317

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FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Holistic Financial Partners's IXP Position: Q2 2018 in Review

Holistic Financial Partners sold out of iShares Global Comm Services ETF (IXP) in Q2 2018, closing a stake of 200 shares — an estimated $11K sold.

Holistic Financial Partners first reported a position in IXP in Q4 2017 and held it in 2 quarters. The position peaked at $12K in Q4 2017. 77 funds tracked by Wall St. Rank hold IXP as of Q2 2018.

  • Holistic Financial Partners reported no remaining iShares Global Comm Services ETF position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 200 iShares Global Comm Services ETF shares in Q2 2018, an estimated $11K.
  • Holistic Financial Partners first reported a position in iShares Global Comm Services ETF in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's iShares Global Comm Services ETF position peaked at $12K in Q4 2017.
  • 77 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.