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Horizon Investments’s iShares Global Financials ETF IXG Stock Holding History

Horizon Investments’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
Q3 		– Sell
-6,300
Closed -$305K – 74
2013
Q2 		$305K Buy
+6,300
New +$316K 0.09% 51

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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 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
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Horizon Investments's IXG Position: Q3 2013 in Review

Horizon Investments sold out of iShares Global Financials ETF (IXG) in Q3 2013, closing a stake of 6,300 shares — an estimated $305K sold.

Horizon Investments first reported a position in IXG in Q2 2013 and held it in 1 quarter. The position peaked at $305K in Q2 2013. 39 funds tracked by Wall St. Rank hold IXG as of Q3 2013.

  • Horizon Investments reported no remaining iShares Global Financials ETF position as of Q3 2013 after selling out during the quarter.
  • Horizon Investments sold 6,300 iShares Global Financials ETF shares in Q3 2013, an estimated $305K.
  • Horizon Investments first reported a position in iShares Global Financials ETF in Q2 2013 and held it in 1 quarter.
  • Horizon Investments's iShares Global Financials ETF position peaked at $305K in Q2 2013.
  • 39 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2013.

Based on Horizon Investments's 13F filing for Q3 2013, filed 13 Nov 2013.