Integrated Wealth Management (Palm Desert)’s iShares Global Healthcare ETF IXJ Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio IXJ Stock Details IXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-380	Closed	-$19K	–	638
2016 Q3	$19K	Hold	380	–	–	0.01%	610
2016 Q2	$19K	Hold	380	–	–	0.01%	601
2016 Q1	$18K	Hold	380	–	–	0.01%	579
2015 Q4	$19K	Hold	380	–	–	0.01%	596
2015 Q3	$19K	Hold	380	–	–	0.01%	595
2015 Q2	$21K	Hold	380	–	–	0.01%	588
2015 Q1	$20K	Buy	+380	New	+$19.9K	0.01%	571

Other funds holding IXJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s IXJ Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of iShares Global Healthcare ETF (IXJ) in Q4 2016, closing a stake of 380 shares — an estimated $19K sold.

Integrated Wealth Management (Palm Desert) first reported a position in IXJ in Q1 2015 and held it in 7 quarters. The position peaked at $21K in Q2 2015. 135 funds tracked by Wall St. Rank hold IXJ as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining iShares Global Healthcare ETF position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 380 iShares Global Healthcare ETF shares in Q4 2016, an estimated $19K.
Integrated Wealth Management (Palm Desert) first reported a position in iShares Global Healthcare ETF in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s iShares Global Healthcare ETF position peaked at $21K in Q2 2015.
135 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.