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Morningstar Investment Services’s iShares Global Comm Services ETF IXP Stock Holding History

Morningstar Investment Services’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
2018
Q4 		– Sell
-3,993
Closed -$231K – 209
2018
Q3 		$231K Buy
+3,993
New +$224K ﹤0.01% 193

Other funds holding IXP

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
1NWS
1 North Wealth Services Annapolis, Maryland $306M AUM 19.46% 1-Year Est. Return

Morningstar Investment Services's IXP Position: Q4 2018 in Review

Morningstar Investment Services sold out of iShares Global Comm Services ETF (IXP) in Q4 2018, closing a stake of 3,993 shares — an estimated $231K sold.

Morningstar Investment Services first reported a position in IXP in Q3 2018 and held it in 1 quarter. The position peaked at $231K in Q3 2018. 82 funds tracked by Wall St. Rank hold IXP as of Q4 2018.

  • Morningstar Investment Services reported no remaining iShares Global Comm Services ETF position as of Q4 2018 after selling out during the quarter.
  • Morningstar Investment Services sold 3,993 iShares Global Comm Services ETF shares in Q4 2018, an estimated $231K.
  • Morningstar Investment Services first reported a position in iShares Global Comm Services ETF in Q3 2018 and held it in 1 quarter.
  • Morningstar Investment Services's iShares Global Comm Services ETF position peaked at $231K in Q3 2018.
  • 82 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q4 2018.

Based on Morningstar Investment Services's 13F filing for Q4 2018, filed 14 Feb 2019.