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James Investment Research’s iShares Global Comm Services ETF IXP Stock Holding History

James Investment Research’s Portfolio IXP Stock Details IXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-300
Closed -$20K – 519
2014
Q1 		$20K Hold
300
– – ﹤0.01% 438
2013
Q4 		$20K Hold
300
– – ﹤0.01% 431
2013
Q3 		$19K Hold
300
– – ﹤0.01% 435
2013
Q2 		$18K Buy
+300
New +$18.5K ﹤0.01% 428

Other funds holding IXP

V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FAAM
First Allied Asset Management San Diego, California $712M AUM 9.35% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

James Investment Research's IXP Position: Q2 2014 in Review

James Investment Research sold out of iShares Global Comm Services ETF (IXP) in Q2 2014, closing a stake of 300 shares — an estimated $20K sold.

James Investment Research first reported a position in IXP in Q2 2013 and held it in 4 quarters. The position peaked at $20K in Q1 2014. 78 funds tracked by Wall St. Rank hold IXP as of Q2 2014.

  • James Investment Research reported no remaining iShares Global Comm Services ETF position as of Q2 2014 after selling out during the quarter.
  • James Investment Research sold 300 iShares Global Comm Services ETF shares in Q2 2014, an estimated $20K.
  • James Investment Research first reported a position in iShares Global Comm Services ETF in Q2 2013 and held it in 4 quarters.
  • James Investment Research's iShares Global Comm Services ETF position peaked at $20K in Q1 2014.
  • 78 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q2 2014.

Based on James Investment Research's 13F filing for Q2 2014, filed 22 Jul 2014.