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Oakworth Capital’s iShares Global Comm Services ETF IXP Stock Holding History

Oakworth Capital’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
2019
Q4 		– Sell
-488
Closed -$28K – 563
2019
Q3 		$28K Buy
+488
New +$28.2K 0.01% 349

Other funds holding IXP

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Oakworth Capital's IXP Position: Q4 2019 in Review

Oakworth Capital sold out of iShares Global Comm Services ETF (IXP) in Q4 2019, closing a stake of 488 shares — an estimated $28K sold.

Oakworth Capital first reported a position in IXP in Q3 2019 and held it in 1 quarter. The position peaked at $28K in Q3 2019. 86 funds tracked by Wall St. Rank hold IXP as of Q4 2019.

  • Oakworth Capital reported no remaining iShares Global Comm Services ETF position as of Q4 2019 after selling out during the quarter.
  • Oakworth Capital sold 488 iShares Global Comm Services ETF shares in Q4 2019, an estimated $28K.
  • Oakworth Capital first reported a position in iShares Global Comm Services ETF in Q3 2019 and held it in 1 quarter.
  • Oakworth Capital's iShares Global Comm Services ETF position peaked at $28K in Q3 2019.
  • 86 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q4 2019.

Based on Oakworth Capital's 13F filing for Q4 2019, filed 31 Jan 2020.