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Lombard Odier & Cie (Canada)’s iShares Global Healthcare ETF IXJ Stock Holding History

Lombard Odier & Cie (Canada)’s Portfolio IXJ Stock Details IXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-2,210
Closed -$108K – 141
2014
Q3 		$108K Hold
2,210
– – 0.07% 103
2014
Q2 		$104K Hold
2,210
– – 0.07% 106
2014
Q1 		$101K Hold
2,210
– – 0.08% 99
2013
Q4 		$95K Buy
+2,210
New +$91.8K 0.09% 80

Other funds holding IXJ

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lombard Odier & Cie (Canada)'s IXJ Position: Q4 2014 in Review

Lombard Odier & Cie (Canada) sold out of iShares Global Healthcare ETF (IXJ) in Q4 2014, closing a stake of 2,210 shares — an estimated $108K sold.

Lombard Odier & Cie (Canada) first reported a position in IXJ in Q4 2013 and held it in 4 quarters. The position peaked at $108K in Q3 2014. 125 funds tracked by Wall St. Rank hold IXJ as of Q4 2014.

  • Lombard Odier & Cie (Canada) reported no remaining iShares Global Healthcare ETF position as of Q4 2014 after selling out during the quarter.
  • Lombard Odier & Cie (Canada) sold 2,210 iShares Global Healthcare ETF shares in Q4 2014, an estimated $108K.
  • Lombard Odier & Cie (Canada) first reported a position in iShares Global Healthcare ETF in Q4 2013 and held it in 4 quarters.
  • Lombard Odier & Cie (Canada)'s iShares Global Healthcare ETF position peaked at $108K in Q3 2014.
  • 125 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2014.

Based on Lombard Odier & Cie (Canada)'s 13F filing for Q4 2014, filed 13 Feb 2015.