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Mutual Advisors’s iShares Global Comm Services ETF IXP Stock Holding History

Mutual Advisors’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
Q3 		– Sell
-14,572
Closed -$788K – 477
2018
Q2 		$788K Buy
14,572
+2,035
+16% +$115K 0.18% 174
2018
Q1 		$719K Buy
+12,537
New +$742K 0.18% 187

Other funds holding IXP

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mutual Advisors's IXP Position: Q3 2018 in Review

Mutual Advisors sold out of iShares Global Comm Services ETF (IXP) in Q3 2018, closing a stake of 14,572 shares — an estimated $788K sold.

Mutual Advisors first reported a position in IXP in Q1 2018 and held it in 2 quarters. The position peaked at $788K in Q2 2018. 82 funds tracked by Wall St. Rank hold IXP as of Q3 2018.

  • Mutual Advisors reported no remaining iShares Global Comm Services ETF position as of Q3 2018 after selling out during the quarter.
  • Mutual Advisors sold 14,572 iShares Global Comm Services ETF shares in Q3 2018, an estimated $788K.
  • Mutual Advisors first reported a position in iShares Global Comm Services ETF in Q1 2018 and held it in 2 quarters.
  • Mutual Advisors's iShares Global Comm Services ETF position peaked at $788K in Q2 2018.
  • 82 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q3 2018.

Based on Mutual Advisors's 13F filing for Q3 2018, filed 15 Nov 2018.