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Jackson Grant Investment Advisers’s iShares Global Tech ETF IXN Stock Holding History

Jackson Grant Investment Advisers’s Portfolio IXN Stock Details IXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-1,710
Closed -$28K – 168
2016
Q1 		$28K Hold
1,710
– – 0.03% 128
2015
Q4 		$28K Buy
+1,710
New +$28.1K 0.03% 129

Other funds holding IXN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 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 $54.7B AUM 26.51% 1-Year Est. Return

Jackson Grant Investment Advisers's IXN Position: Q2 2016 in Review

Jackson Grant Investment Advisers sold out of iShares Global Tech ETF (IXN) in Q2 2016, closing a stake of 1,710 shares — an estimated $28K sold.

Jackson Grant Investment Advisers first reported a position in IXN in Q4 2015 and held it in 2 quarters. The position peaked at $28K in Q1 2016. 103 funds tracked by Wall St. Rank hold IXN as of Q2 2016.

  • Jackson Grant Investment Advisers reported no remaining iShares Global Tech ETF position as of Q2 2016 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 1,710 iShares Global Tech ETF shares in Q2 2016, an estimated $28K.
  • Jackson Grant Investment Advisers first reported a position in iShares Global Tech ETF in Q4 2015 and held it in 2 quarters.
  • Jackson Grant Investment Advisers's iShares Global Tech ETF position peaked at $28K in Q1 2016.
  • 103 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2016.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2016, filed 4 Aug 2016.