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One Capital Management’s iShares Global Healthcare ETF IXJ Stock Holding History

One Capital Management’s Portfolio IXJ Stock Details IXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-242
Closed -$12K – 310
2014
Q3 		$12K Buy
+242
New +$11.6K ﹤0.01% 415

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BFA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

One Capital Management's IXJ Position: Q4 2014 in Review

One Capital Management sold out of iShares Global Healthcare ETF (IXJ) in Q4 2014, closing a stake of 242 shares — an estimated $12K sold.

One Capital Management first reported a position in IXJ in Q3 2014 and held it in 1 quarter. The position peaked at $12K in Q3 2014. 125 funds tracked by Wall St. Rank hold IXJ as of Q4 2014.

  • One Capital Management reported no remaining iShares Global Healthcare ETF position as of Q4 2014 after selling out during the quarter.
  • One Capital Management sold 242 iShares Global Healthcare ETF shares in Q4 2014, an estimated $12K.
  • One Capital Management first reported a position in iShares Global Healthcare ETF in Q3 2014 and held it in 1 quarter.
  • One Capital Management's iShares Global Healthcare ETF position peaked at $12K in Q3 2014.
  • 125 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2014.

Based on One Capital Management's 13F filing for Q4 2014, filed 13 Feb 2015.