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Mountain Capital Investment Advisors’s iShares Global Energy ETF IXC Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q4 		– Sell
-13
Closed – – 224
2017
Q3 		$0 Hold
13
– – ﹤0.01% 527
2017
Q2 		$0 Buy
+13
New +$421 ﹤0.01% 523

Other funds holding IXC

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
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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mountain Capital Investment Advisors's IXC Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of iShares Global Energy ETF (IXC) in Q4 2017, closing a stake of 13 shares.

Mountain Capital Investment Advisors first reported a position in IXC in Q2 2017 and held it in 2 quarters. The position peaked at $0 in Q3 2017. 133 funds tracked by Wall St. Rank hold IXC as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining iShares Global Energy ETF position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 13 iShares Global Energy ETF shares in Q4 2017.
  • Mountain Capital Investment Advisors first reported a position in iShares Global Energy ETF in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's iShares Global Energy ETF position peaked at $0 in Q3 2017.
  • 133 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.