MPM
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Meritage Portfolio Management’s iShares Global Comm Services ETF IXP Stock Holding History

Meritage Portfolio Management’s Portfolio IXP Stock Details IXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-62,783
Closed -$3.88M – 192
2016
Q3 		$3.88M Sell
62,783
-1,535
-2% -$96.4K 0.43% 118
2016
Q2 		$4.06M Sell
64,318
-1,010
-2% -$62.7K 0.46% 111
2016
Q1 		$4.07M Sell
65,328
-3,045
-4% -$180K 0.46% 114
2015
Q4 		$3.96M Buy
68,373
+1,265
+2% +$74.9K 0.45% 115
2015
Q3 		$3.81M Buy
67,108
+758
+1% +$46.1K 0.44% 124
2015
Q2 		$4.12M Sell
66,350
-400
-0.6% -$25.5K 0.43% 138
2015
Q1 		$4.09M Buy
+66,750
New +$4.14M 0.41% 143

Other funds holding IXP

V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return