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Kissinger Financial Services’s iShares Global Comm Services ETF IXP Stock Holding History

Kissinger Financial Services’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
2017
Q2 		$376K Buy
6,437
+150
+2% +$8.95K 0.37% 54
2017
Q1 		$374K Sell
6,287
-157
-2% -$9.34K 0.39% 51
2016
Q4 		$378K Buy
6,444
+287
+5% +$16.8K 0.4% 53
2016
Q3 		$380K Buy
+6,157
New +$387K 0.42% 51

Other funds holding IXP

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Kissinger Financial Services's IXP Position: Q2 2017 in Review

Kissinger Financial Services increased its iShares Global Comm Services ETF (IXP) stake by 2.4% in Q2 2017, buying an estimated $8.95K and bringing the position to 6,437 shares worth $376K. The position accounts for 0.37% of the portfolio, ranked #54.

Kissinger Financial Services first reported a position in IXP in Q3 2016 and has held it in 4 quarters since. The position peaked at $380K in Q3 2016. 76 funds tracked by Wall St. Rank hold IXP as of Q2 2017.

  • Kissinger Financial Services held 6,437 shares of iShares Global Comm Services ETF worth $376K as of Q2 2017.
  • Kissinger Financial Services bought 150 iShares Global Comm Services ETF shares in Q2 2017, an estimated $8.95K.
  • iShares Global Comm Services ETF made up 0.37% of Kissinger Financial Services's portfolio in Q2 2017, its #54 holding.
  • Kissinger Financial Services first reported a position in iShares Global Comm Services ETF in Q3 2016 and has held it in 4 quarters since.
  • Kissinger Financial Services's iShares Global Comm Services ETF position peaked at $380K in Q3 2016.
  • 76 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q2 2017.

Based on Kissinger Financial Services's 13F filing for Q2 2017, filed 11 Jul 2017.