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Keystone Financial Group (Kentucky)’s iShares Global Energy ETF IXC Stock Holding History

Keystone Financial Group (Kentucky)’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
2018
Q1 		– Sell
-59,881
Closed -$1.6M – 172
2017
Q4 		$1.6M Buy
+59,881
New +$2.06M 1% 25

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UBS Group
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Bessemer Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s IXC Position: Q1 2018 in Review

Keystone Financial Group (Kentucky) sold out of iShares Global Energy ETF (IXC) in Q1 2018, closing a stake of 59,881 shares — an estimated $1.6M sold.

Keystone Financial Group (Kentucky) first reported a position in IXC in Q4 2017 and held it in 1 quarter. The position peaked at $1.6M in Q4 2017. 140 funds tracked by Wall St. Rank hold IXC as of Q1 2018.

  • Keystone Financial Group (Kentucky) reported no remaining iShares Global Energy ETF position as of Q1 2018 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 59,881 iShares Global Energy ETF shares in Q1 2018, an estimated $1.6M.
  • Keystone Financial Group (Kentucky) first reported a position in iShares Global Energy ETF in Q4 2017 and held it in 1 quarter.
  • Keystone Financial Group (Kentucky)'s iShares Global Energy ETF position peaked at $1.6M in Q4 2017.
  • 140 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2018.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2018, filed 15 May 2018.