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MYCIO Wealth Partners’s iShares Global Energy ETF IXC Stock Holding History

MYCIO Wealth Partners’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
2020
Q1 		– Sell
-500
Closed -$15K – 218
2019
Q4 		$15K Hold
500
– – ﹤0.01% 442
2019
Q3 		$15K Hold
500
– – ﹤0.01% 421
2019
Q2 		$16K Buy
+500
New +$16.5K ﹤0.01% 375
2016
Q4 		– Sell
-90
Closed -$3K – 440
2016
Q3 		$3K Sell
90
-762
-89% -$24.5K ﹤0.01% 713
2016
Q2 		$28K Buy
852
+12
+1% +$375 ﹤0.01% 416
2016
Q1 		$25K Hold
840
– – ﹤0.01% 406
2015
Q4 		$24K Sell
840
-742
-47% -$22.8K ﹤0.01% 395
2015
Q3 		$45K Buy
1,582
+497
+46% +$15.6K 0.01% 309
2015
Q2 		$38K Sell
1,085
-929
-46% -$34.7K 0.01% 333
2015
Q1 		$72K Hold
2,014
– – 0.01% 249
2014
Q4 		$75K Buy
2,014
+23
+1% +$914 0.02% 227
2014
Q3 		$87K Buy
1,991
+20
+1% +$935 0.02% 197
2014
Q2 		$96K Hold
1,971
– – 0.02% 198
2014
Q1 		$86K Hold
1,971
– – 0.02% 199
2013
Q4 		$85K Buy
1,971
+20
+1% +$847 0.02% 194
2013
Q3 		$80K Buy
1,951
+22
+1% +$889 0.02% 191
2013
Q2 		$74K Buy
+1,929
New +$76.7K 0.02% 194

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

MYCIO Wealth Partners's IXC Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of iShares Global Energy ETF (IXC) in Q1 2020, closing a stake of 500 shares — an estimated $15K sold.

MYCIO Wealth Partners first reported a position in IXC in Q2 2013 and held it in 17 quarters. The position peaked at $96K in Q2 2014. 150 funds tracked by Wall St. Rank hold IXC as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining iShares Global Energy ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 500 iShares Global Energy ETF shares in Q1 2020, an estimated $15K.
  • MYCIO Wealth Partners first reported a position in iShares Global Energy ETF in Q2 2013 and held it in 17 quarters.
  • MYCIO Wealth Partners's iShares Global Energy ETF position peaked at $96K in Q2 2014.
  • 150 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.