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Northstar Investment Advisors’s iShares Global Materials ETF MXI Stock Holding History

Northstar Investment Advisors’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
Q1 		– Sell
-7,085
Closed -$319K – 106
2015
Q4 		$319K Buy
+7,085
New +$337K 0.08% 84

Other funds holding MXI

SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
CWM
Cranbrook Wealth Management Bloomfield Hills, Michigan $492M AUM 14.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return

Northstar Investment Advisors's MXI Position: Q1 2016 in Review

Northstar Investment Advisors sold out of iShares Global Materials ETF (MXI) in Q1 2016, closing a stake of 7,085 shares — an estimated $319K sold.

Northstar Investment Advisors first reported a position in MXI in Q4 2015 and held it in 1 quarter. The position peaked at $319K in Q4 2015. 43 funds tracked by Wall St. Rank hold MXI as of Q1 2016.

  • Northstar Investment Advisors reported no remaining iShares Global Materials ETF position as of Q1 2016 after selling out during the quarter.
  • Northstar Investment Advisors sold 7,085 iShares Global Materials ETF shares in Q1 2016, an estimated $319K.
  • Northstar Investment Advisors first reported a position in iShares Global Materials ETF in Q4 2015 and held it in 1 quarter.
  • Northstar Investment Advisors's iShares Global Materials ETF position peaked at $319K in Q4 2015.
  • 43 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q1 2016.

Based on Northstar Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.