PSF
IXP icon

Pacific Sun Financial’s iShares Global Comm Services ETF IXP Stock Holding History

Pacific Sun Financial’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
Q2 		$212K Sell
3,740
-550
-13% -$31.1K 0.22% 118
2018
Q1 		$246K Buy
+4,290
New +$254K 0.32% 95

Other funds holding IXP

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pacific Sun Financial's IXP Position: Q2 2018 in Review

Pacific Sun Financial reduced its iShares Global Comm Services ETF (IXP) stake by 13% in Q2 2018, selling an estimated $31.1K and leaving 3,740 shares worth $212K. The position accounts for 0.22% of the portfolio, ranked #118.

Pacific Sun Financial first reported a position in IXP in Q1 2018 and has held it in 2 quarters since. The position peaked at $246K in Q1 2018. 77 funds tracked by Wall St. Rank hold IXP as of Q2 2018.

  • Pacific Sun Financial held 3,740 shares of iShares Global Comm Services ETF worth $212K as of Q2 2018.
  • Pacific Sun Financial sold 550 iShares Global Comm Services ETF shares in Q2 2018, an estimated $31.1K.
  • iShares Global Comm Services ETF made up 0.22% of Pacific Sun Financial's portfolio in Q2 2018, its #118 holding.
  • Pacific Sun Financial first reported a position in iShares Global Comm Services ETF in Q1 2018 and has held it in 2 quarters since.
  • Pacific Sun Financial's iShares Global Comm Services ETF position peaked at $246K in Q1 2018.
  • 77 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q2 2018.

Based on Pacific Sun Financial's 13F filing for Q2 2018, filed 14 Aug 2018.