IFP Advisors’s iShares Global Consumer Discretionary ETF RXI Stock Holding History

IFP Advisors’s Portfolio RXI Stock Details RXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-103	Closed	-$10K	–	4063
2017 Q3	$10K	Hold	103	–	–	﹤0.01%	3034
2017 Q2	$10K	Hold	103	–	–	﹤0.01%	3026
2017 Q1	$10K	Hold	103	–	–	﹤0.01%	2926
2016 Q4	$9K	Sell	103 -10	-9%	-$896	﹤0.01%	2982
2016 Q3	$10K	Sell	113 -55	-33%	-$4.89K	﹤0.01%	2846
2016 Q2	$14K	Buy	+168	New	+$14.7K	﹤0.01%	2586
2016 Q1	–	Sell	-2,029	Closed	-$181K	–	3230
2015 Q4	$181K	Buy	+2,029	New	+$184K	0.01%	876

Other funds holding RXI

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFP Advisors's RXI Position: Q4 2017 in Review

IFP Advisors sold out of iShares Global Consumer Discretionary ETF (RXI) in Q4 2017, closing a stake of 103 shares — an estimated $10K sold.

IFP Advisors first reported a position in RXI in Q4 2015 and held it in 7 quarters. The position peaked at $181K in Q4 2015. 65 funds tracked by Wall St. Rank hold RXI as of Q4 2017.

IFP Advisors reported no remaining iShares Global Consumer Discretionary ETF position as of Q4 2017 after selling out during the quarter.
IFP Advisors sold 103 iShares Global Consumer Discretionary ETF shares in Q4 2017, an estimated $10K.
IFP Advisors first reported a position in iShares Global Consumer Discretionary ETF in Q4 2015 and held it in 7 quarters.
IFP Advisors's iShares Global Consumer Discretionary ETF position peaked at $181K in Q4 2015.
65 funds tracked by Wall St. Rank held iShares Global Consumer Discretionary ETF as of Q4 2017.

Based on IFP Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.