Landsberg Bennett & Dubbaneh’s iShares Global Energy ETF IXC Stock Holding History

Landsberg Bennett & Dubbaneh’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
2020 Q1	–	Sell	-40,204	Closed	-$1.24M	–	187
2019 Q4	$1.24M	Buy	+40,204	New	+$1.23M	0.29%	101
2019 Q3	–	Sell	-231,635	Closed	-$7.53M	–	215
2019 Q2	$7.53M	Buy	231,635 +1,531	+0.7%	+$50.4K	1.97%	4
2019 Q1	$7.78M	Buy	230,104 +141,096	+159%	+$4.62M	1.83%	4
2018 Q4	$2.61M	Buy	+89,008	New	+$3M	1%	23

Other funds holding IXC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Landsberg Bennett & Dubbaneh's IXC Position: Q1 2020 in Review

Landsberg Bennett & Dubbaneh sold out of iShares Global Energy ETF (IXC) in Q1 2020, closing a stake of 40,204 shares — an estimated $1.24M sold.

Landsberg Bennett & Dubbaneh first reported a position in IXC in Q4 2018 and held it in 4 quarters. The position peaked at $7.78M in Q1 2019. 150 funds tracked by Wall St. Rank hold IXC as of Q1 2020.

Landsberg Bennett & Dubbaneh reported no remaining iShares Global Energy ETF position as of Q1 2020 after selling out during the quarter.
Landsberg Bennett & Dubbaneh sold 40,204 iShares Global Energy ETF shares in Q1 2020, an estimated $1.24M.
Landsberg Bennett & Dubbaneh first reported a position in iShares Global Energy ETF in Q4 2018 and held it in 4 quarters.
Landsberg Bennett & Dubbaneh's iShares Global Energy ETF position peaked at $7.78M in Q1 2019.
150 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2020.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q1 2020, filed 21 Apr 2020.