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Independent Portfolio Consultants’s iShares Global Financials ETF IXG Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$1.38M Sell
21,919
-9,391
-30% -$577K 0.57% 28
2017
Q1 		$1.91M Buy
+31,310
New +$1.89M 0.66% 14

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Independent Portfolio Consultants's IXG Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its iShares Global Financials ETF (IXG) stake by 30% in Q2 2017, selling an estimated $577K and leaving 21,919 shares worth $1.38M. The position accounts for 0.57% of the portfolio, ranked #28.

Independent Portfolio Consultants first reported a position in IXG in Q1 2017 and has held it in 2 quarters since. The position peaked at $1.91M in Q1 2017. 71 funds tracked by Wall St. Rank hold IXG as of Q2 2017.

  • Independent Portfolio Consultants held 21,919 shares of iShares Global Financials ETF worth $1.38M as of Q2 2017.
  • Independent Portfolio Consultants sold 9,391 iShares Global Financials ETF shares in Q2 2017, an estimated $577K.
  • iShares Global Financials ETF made up 0.57% of Independent Portfolio Consultants's portfolio in Q2 2017, its #28 holding.
  • Independent Portfolio Consultants first reported a position in iShares Global Financials ETF in Q1 2017 and has held it in 2 quarters since.
  • Independent Portfolio Consultants's iShares Global Financials ETF position peaked at $1.91M in Q1 2017.
  • 71 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.