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LVM Capital Management’s iShares Global Energy ETF IXC Stock Holding History

LVM Capital Management’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
2015
Q4 		– Sell
-11,280
Closed -$324K – 105
2015
Q3 		$324K Sell
11,280
-50
-0.4% -$1.57K 0.12% 75
2015
Q2 		$396K Buy
11,330
+70
+0.6% +$2.62K 0.13% 69
2015
Q1 		$402K Buy
+11,260
New +$408K 0.13% 68

Other funds holding IXC

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LVM Capital Management's IXC Position: Q4 2015 in Review

LVM Capital Management sold out of iShares Global Energy ETF (IXC) in Q4 2015, closing a stake of 11,280 shares — an estimated $324K sold.

LVM Capital Management first reported a position in IXC in Q1 2015 and held it in 3 quarters. The position peaked at $402K in Q1 2015. 116 funds tracked by Wall St. Rank hold IXC as of Q4 2015.

  • LVM Capital Management reported no remaining iShares Global Energy ETF position as of Q4 2015 after selling out during the quarter.
  • LVM Capital Management sold 11,280 iShares Global Energy ETF shares in Q4 2015, an estimated $324K.
  • LVM Capital Management first reported a position in iShares Global Energy ETF in Q1 2015 and held it in 3 quarters.
  • LVM Capital Management's iShares Global Energy ETF position peaked at $402K in Q1 2015.
  • 116 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2015.

Based on LVM Capital Management's 13F filing for Q4 2015, filed 13 Jan 2016.