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Horan Capital Advisors’s iShares Global Energy ETF IXC Stock Holding History

Horan Capital Advisors’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
2020
Q4 		– Sell
-4,950
Closed -$81K – 180
2020
Q3 		$81K Buy
+4,950
New +$93.5K 0.05% 140

Other funds holding IXC

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Horan Capital Advisors's IXC Position: Q4 2020 in Review

Horan Capital Advisors sold out of iShares Global Energy ETF (IXC) in Q4 2020, closing a stake of 4,950 shares — an estimated $81K sold.

Horan Capital Advisors first reported a position in IXC in Q3 2020 and held it in 1 quarter. The position peaked at $81K in Q3 2020. 170 funds tracked by Wall St. Rank hold IXC as of Q4 2020.

  • Horan Capital Advisors reported no remaining iShares Global Energy ETF position as of Q4 2020 after selling out during the quarter.
  • Horan Capital Advisors sold 4,950 iShares Global Energy ETF shares in Q4 2020, an estimated $81K.
  • Horan Capital Advisors first reported a position in iShares Global Energy ETF in Q3 2020 and held it in 1 quarter.
  • Horan Capital Advisors's iShares Global Energy ETF position peaked at $81K in Q3 2020.
  • 170 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.