LPL Financial
AXUT

LPL Financial’s ISHARES TR MSCI ACWI EX US UTILITIES ETF AXUT Stock Holding History

LPL Financial’s Portfolio AXUT Stock Details AXUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-8,270
Closed -$378K – 2824
2014
Q1 		$378K Sell
8,270
-270
-3% -$12K ﹤0.01% 1974
2013
Q4 		$360K Sell
8,540
-600
-7% -$26.6K ﹤0.01% 1977
2013
Q3 		$411K Buy
9,140
+1,717
+23% +$71.9K ﹤0.01% 1789
2013
Q2 		$297K Buy
+7,423
New +$324K ﹤0.01% 1915

LPL Financial's AXUT Position: Q2 2014 in Review

LPL Financial sold out of ISHARES TR MSCI ACWI EX US UTILITIES ETF (AXUT) in Q2 2014, closing a stake of 8,270 shares — an estimated $378K sold.

LPL Financial first reported a position in AXUT in Q2 2013 and held it in 4 quarters. The position peaked at $411K in Q3 2013. 0 funds tracked by Wall St. Rank hold AXUT as of Q2 2014.

  • LPL Financial reported no remaining ISHARES TR MSCI ACWI EX US UTILITIES ETF position as of Q2 2014 after selling out during the quarter.
  • LPL Financial sold 8,270 ISHARES TR MSCI ACWI EX US UTILITIES ETF shares in Q2 2014, an estimated $378K.
  • LPL Financial first reported a position in ISHARES TR MSCI ACWI EX US UTILITIES ETF in Q2 2013 and held it in 4 quarters.
  • LPL Financial's ISHARES TR MSCI ACWI EX US UTILITIES ETF position peaked at $411K in Q3 2013.
  • 0 funds tracked by Wall St. Rank held ISHARES TR MSCI ACWI EX US UTILITIES ETF as of Q2 2014.

Based on LPL Financial's 13F filing for Q2 2014, filed 5 Aug 2014.