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McKinley Capital Management’s iShares Global Tech ETF IXN Stock Holding History

McKinley Capital Management’s Portfolio IXN Stock Details IXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-840
Closed -$20K – 353
2017
Q3 		$20K Sell
840
-300
-26% -$6.91K ﹤0.01% 330
2017
Q2 		$25K Hold
1,140
– – ﹤0.01% 405
2017
Q1 		$24K Hold
1,140
– – ﹤0.01% 421
2016
Q4 		$21K Buy
+1,140
New +$20.9K ﹤0.01% 457

Other funds holding IXN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

McKinley Capital Management's IXN Position: Q4 2017 in Review

McKinley Capital Management sold out of iShares Global Tech ETF (IXN) in Q4 2017, closing a stake of 840 shares — an estimated $20K sold.

McKinley Capital Management first reported a position in IXN in Q4 2016 and held it in 4 quarters. The position peaked at $25K in Q2 2017. 153 funds tracked by Wall St. Rank hold IXN as of Q4 2017.

  • McKinley Capital Management reported no remaining iShares Global Tech ETF position as of Q4 2017 after selling out during the quarter.
  • McKinley Capital Management sold 840 iShares Global Tech ETF shares in Q4 2017, an estimated $20K.
  • McKinley Capital Management first reported a position in iShares Global Tech ETF in Q4 2016 and held it in 4 quarters.
  • McKinley Capital Management's iShares Global Tech ETF position peaked at $25K in Q2 2017.
  • 153 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2017.

Based on McKinley Capital Management's 13F filing for Q4 2017, filed 8 Feb 2018.