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MUFG Americas’s iShares Global Materials ETF MXI Stock Holding History

MUFG Americas’s Portfolio MXI Stock Details MXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-2,000
Closed -$95K – 1161
2016
Q1 		$95K Buy
+2,000
New +$86.7K ﹤0.01% 518
2014
Q1 		– Sell
-2,000
Closed -$125K – 1164
2013
Q4 		$125K Hold
2,000
– – ﹤0.01% 545
2013
Q3 		$120K Hold
2,000
– – ﹤0.01% 570
2013
Q2 		$106K Buy
+2,000
New +$116K ﹤0.01% 1020

Other funds holding MXI

ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Cranbrook Wealth Management Bloomfield Hills, Michigan $492M AUM 14.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MUFG Americas's MXI Position: Q2 2016 in Review

MUFG Americas sold out of iShares Global Materials ETF (MXI) in Q2 2016, closing a stake of 2,000 shares — an estimated $95K sold.

MUFG Americas first reported a position in MXI in Q2 2013 and held it in 4 quarters. The position peaked at $125K in Q4 2013. 48 funds tracked by Wall St. Rank hold MXI as of Q2 2016.

  • MUFG Americas reported no remaining iShares Global Materials ETF position as of Q2 2016 after selling out during the quarter.
  • MUFG Americas sold 2,000 iShares Global Materials ETF shares in Q2 2016, an estimated $95K.
  • MUFG Americas first reported a position in iShares Global Materials ETF in Q2 2013 and held it in 4 quarters.
  • MUFG Americas's iShares Global Materials ETF position peaked at $125K in Q4 2013.
  • 48 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2016.

Based on MUFG Americas's 13F filing for Q2 2016, filed 8 Aug 2016.