JG
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Jefferies Group’s iShares Global Financials ETF IXG Stock Holding History

Jefferies Group’s Portfolio IXG Stock Details IXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-15
Closed -$1K – 2213
2013
Q4 		$1K Buy
+15
New +$822 ﹤0.01% 1856

Other funds holding IXG

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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MLICM
Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return

Jefferies Group's IXG Position: Q1 2014 in Review

Jefferies Group sold out of iShares Global Financials ETF (IXG) in Q1 2014, closing a stake of 15 shares — an estimated $1K sold.

Jefferies Group first reported a position in IXG in Q4 2013 and held it in 1 quarter. The position peaked at $1K in Q4 2013. 46 funds tracked by Wall St. Rank hold IXG as of Q1 2014.

  • Jefferies Group reported no remaining iShares Global Financials ETF position as of Q1 2014 after selling out during the quarter.
  • Jefferies Group sold 15 iShares Global Financials ETF shares in Q1 2014, an estimated $1K.
  • Jefferies Group first reported a position in iShares Global Financials ETF in Q4 2013 and held it in 1 quarter.
  • Jefferies Group's iShares Global Financials ETF position peaked at $1K in Q4 2013.
  • 46 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2014.

Based on Jefferies Group's 13F filing for Q1 2014, filed 16 May 2014.