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Landmark Bank’s iShares Global Energy ETF IXC Stock Holding History

Landmark Bank’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
2019
Q4 		$450K Sell
14,567
-199
-1% -$6.1K 0.1% 52
2019
Q3 		$451K Buy
14,766
+383
+3% +$11.7K 0.29% 49
2019
Q2 		$468K Buy
14,383
+1,560
+12% +$51.3K 0.31% 49
2019
Q1 		$432K Buy
+12,823
New +$419K 0.3% 50

Other funds holding IXC

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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Landmark Bank's IXC Position: Q4 2019 in Review

Landmark Bank reduced its iShares Global Energy ETF (IXC) stake by 1.3% in Q4 2019, selling an estimated $6.1K and leaving 14,567 shares worth $450K. The position accounts for 0.1% of the portfolio, ranked #52.

Landmark Bank first reported a position in IXC in Q1 2019 and has held it in 4 quarters since. The position peaked at $468K in Q2 2019. 148 funds tracked by Wall St. Rank hold IXC as of Q4 2019.

  • Landmark Bank held 14,567 shares of iShares Global Energy ETF worth $450K as of Q4 2019.
  • Landmark Bank sold 199 iShares Global Energy ETF shares in Q4 2019, an estimated $6.1K.
  • iShares Global Energy ETF made up 0.1% of Landmark Bank's portfolio in Q4 2019, its #52 holding.
  • Landmark Bank first reported a position in iShares Global Energy ETF in Q1 2019 and has held it in 4 quarters since.
  • Landmark Bank's iShares Global Energy ETF position peaked at $468K in Q2 2019.
  • 148 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2019.

Based on Landmark Bank's 13F filing for Q4 2019, filed 12 Feb 2020.