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Patriot Financial Group Insurance Agency’s iShares Global Materials ETF MXI Stock Holding History

Patriot Financial Group Insurance Agency’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
2019
Q3 		– Sell
-16
Closed -$1K – 1408
2019
Q2 		$1K Hold
16
– – ﹤0.01% 1282
2019
Q1 		$1K Buy
+16
New +$991 ﹤0.01% 1140

Other funds holding MXI

MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MXI Position: Q3 2019 in Review

Patriot Financial Group Insurance Agency sold out of iShares Global Materials ETF (MXI) in Q3 2019, closing a stake of 16 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in MXI in Q1 2019 and held it in 2 quarters. The position peaked at $1K in Q2 2019. 64 funds tracked by Wall St. Rank hold MXI as of Q3 2019.

  • Patriot Financial Group Insurance Agency reported no remaining iShares Global Materials ETF position as of Q3 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 16 iShares Global Materials ETF shares in Q3 2019, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Global Materials ETF in Q1 2019 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's iShares Global Materials ETF position peaked at $1K in Q2 2019.
  • 64 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q3 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2019, filed 25 Oct 2019.