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Investment Research & Advisory Group’s iShares Global Energy ETF IXC Stock Holding History

Investment Research & Advisory Group’s Portfolio IXC Stock Details IXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-9
Closed – – 150
2020
Q2 		$0 Buy
+9
New +$176 ﹤0.01% 150

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Investment Research & Advisory Group's IXC Position: Q3 2020 in Review

Investment Research & Advisory Group sold out of iShares Global Energy ETF (IXC) in Q3 2020, closing a stake of 9 shares.

Investment Research & Advisory Group first reported a position in IXC in Q2 2020 and held it in 1 quarter. The position peaked at $0 in Q2 2020. 143 funds tracked by Wall St. Rank hold IXC as of Q3 2020.

  • Investment Research & Advisory Group reported no remaining iShares Global Energy ETF position as of Q3 2020 after selling out during the quarter.
  • Investment Research & Advisory Group sold 9 iShares Global Energy ETF shares in Q3 2020.
  • Investment Research & Advisory Group first reported a position in iShares Global Energy ETF in Q2 2020 and held it in 1 quarter.
  • Investment Research & Advisory Group's iShares Global Energy ETF position peaked at $0 in Q2 2020.
  • 143 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2020.

Based on Investment Research & Advisory Group's 13F filing for Q3 2020, filed 29 Oct 2020.