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M Holdings Securities’s iShares Global Energy ETF IXC Stock Holding History

M Holdings Securities’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
2014
Q4 		– Sell
-1,757
Closed -$82K – 313
2014
Q3 		$82K Buy
+1,757
New +$82.1K 0.05% 322

Other funds holding IXC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

M Holdings Securities's IXC Position: Q4 2014 in Review

M Holdings Securities sold out of iShares Global Energy ETF (IXC) in Q4 2014, closing a stake of 1,757 shares — an estimated $82K sold.

M Holdings Securities first reported a position in IXC in Q3 2014 and held it in 1 quarter. The position peaked at $82K in Q3 2014. 107 funds tracked by Wall St. Rank hold IXC as of Q4 2014.

  • M Holdings Securities reported no remaining iShares Global Energy ETF position as of Q4 2014 after selling out during the quarter.
  • M Holdings Securities sold 1,757 iShares Global Energy ETF shares in Q4 2014, an estimated $82K.
  • M Holdings Securities first reported a position in iShares Global Energy ETF in Q3 2014 and held it in 1 quarter.
  • M Holdings Securities's iShares Global Energy ETF position peaked at $82K in Q3 2014.
  • 107 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.