IFG Advisory’s Exelixis EXEL Stock Holding History

IFG Advisory’s Portfolio EXEL Stock Details EXEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-17,898	Closed	-$385K	–	381
2018 Q2	$385K	Buy	17,898 +8,080	+82%	+$167K	0.08%	232
2018 Q1	$217K	Buy	9,818 +26	+0.3%	+$719	0.05%	313
2017 Q4	$297K	Buy	+9,792	New	+$260K	0.07%	266

Other funds holding EXEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JIM

Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

IFG Advisory's EXEL Position: Q3 2018 in Review

IFG Advisory sold out of Exelixis (EXEL) in Q3 2018, closing a stake of 17,898 shares — an estimated $385K sold.

IFG Advisory first reported a position in EXEL in Q4 2017 and held it in 3 quarters. The position peaked at $385K in Q2 2018. 316 funds tracked by Wall St. Rank hold EXEL as of Q3 2018.

IFG Advisory reported no remaining Exelixis position as of Q3 2018 after selling out during the quarter.
IFG Advisory sold 17,898 Exelixis shares in Q3 2018, an estimated $385K.
IFG Advisory first reported a position in Exelixis in Q4 2017 and held it in 3 quarters.
IFG Advisory's Exelixis position peaked at $385K in Q2 2018.
316 funds tracked by Wall St. Rank held Exelixis as of Q3 2018.

Based on IFG Advisory's 13F filing for Q3 2018, filed 5 Nov 2018.