Investors Capital Advisory Services’s iShares Global Energy ETF IXC Stock Holding History

Investors Capital Advisory Services’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
2016 Q2	$301K	Buy	9,321 +787	+9%	+$24.6K	0.06%	436
2016 Q1	$251K	Sell	8,534 -2,023	-19%	-$55.4K	0.05%	484
2015 Q4	$295K	Buy	10,557 +3,127	+42%	+$96.1K	0.06%	441
2015 Q3	$213K	Buy	7,430 +619	+9%	+$19.5K	0.04%	566
2015 Q2	$238K	Buy	6,811 +75	+1%	+$2.8K	0.04%	555
2015 Q1	$240K	Buy	6,736 +450	+7%	+$16.3K	0.04%	542
2014 Q4	$233K	Buy	6,286 +1,074	+21%	+$42.7K	0.04%	536
2014 Q3	$228K	Buy	5,212 +407	+8%	+$19K	0.04%	532
2014 Q2	$233K	Sell	4,805 -55	-1%	-$2.56K	0.04%	538
2014 Q1	$212K	Sell	4,860 -42	-0.9%	-$1.77K	0.05%	516
2013 Q4	$211K	Buy	+4,902	New	+$208K	0.05%	481

Other funds holding IXC

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Investors Capital Advisory Services's IXC Position: Q2 2016 in Review

Investors Capital Advisory Services increased its iShares Global Energy ETF (IXC) stake by 9.2% in Q2 2016, buying an estimated $24.6K and bringing the position to 9,321 shares worth $301K. The position accounts for 0.06% of the portfolio, ranked #436.

Investors Capital Advisory Services first reported a position in IXC in Q4 2013 and has held it in 11 quarters since. 119 funds tracked by Wall St. Rank hold IXC as of Q2 2016.

Investors Capital Advisory Services held 9,321 shares of iShares Global Energy ETF worth $301K as of Q2 2016.
Investors Capital Advisory Services bought 787 iShares Global Energy ETF shares in Q2 2016, an estimated $24.6K.
iShares Global Energy ETF made up 0.06% of Investors Capital Advisory Services's portfolio in Q2 2016, its #436 holding.
Investors Capital Advisory Services first reported a position in iShares Global Energy ETF in Q4 2013 and has held it in 11 quarters since.
119 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.