Peachtree Investment Advisors’s iShares Global Industrials ETF EXI Stock Holding History

Peachtree Investment Advisors’s Portfolio EXI Stock Details EXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$235K	Hold	3,019	–	–	0.18%	67
2018 Q3	$283K	Hold	3,019	–	–	0.19%	66
2018 Q2	$265K	Hold	3,019	–	–	0.19%	68
2018 Q1	$276K	Hold	3,019	–	–	0.21%	68
2017 Q4	$280K	Hold	3,019	–	–	0.21%	72
2017 Q3	$268K	Hold	3,019	–	–	0.23%	72
2017 Q2	$256K	Hold	3,019	–	–	0.22%	76
2017 Q1	$243K	Hold	3,019	–	–	0.22%	78
2016 Q4	$228K	Hold	3,019	–	–	0.22%	87
2016 Q3	$223K	Hold	3,019	–	–	0.22%	84
2016 Q2	$210K	Hold	3,019	–	–	0.21%	86
2016 Q1	$213K	Hold	3,019	–	–	0.21%	87
2015 Q4	$204K	Buy	+3,019	New	+$208K	0.21%	92
2015 Q3	–	Sell	-3,019	Closed	-$212K	–	151
2015 Q2	$212K	Hold	3,019	–	–	0.16%	119
2015 Q1	$218K	Sell	3,019 -251	-8%	-$17.9K	0.16%	128
2014 Q4	$231K	Hold	3,270	–	–	0.15%	135
2014 Q3	$229K	Buy	+3,270	New	+$234K	0.15%	129

Other funds holding EXI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Peachtree Investment Advisors's EXI Position: Q4 2018 in Review

Peachtree Investment Advisors held its iShares Global Industrials ETF (EXI) position steady in Q4 2018 at 3,019 shares worth $235K. The position accounts for 0.18% of the portfolio, ranked #67.

Peachtree Investment Advisors first reported a position in EXI in Q3 2014 and has held it in 17 quarters since. The position peaked at $283K in Q3 2018. 50 funds tracked by Wall St. Rank hold EXI as of Q4 2018.

Peachtree Investment Advisors held 3,019 shares of iShares Global Industrials ETF worth $235K as of Q4 2018.
Peachtree Investment Advisors left its iShares Global Industrials ETF share count unchanged in Q4 2018.
iShares Global Industrials ETF made up 0.18% of Peachtree Investment Advisors's portfolio in Q4 2018, its #67 holding.
Peachtree Investment Advisors first reported a position in iShares Global Industrials ETF in Q3 2014 and has held it in 17 quarters since.
Peachtree Investment Advisors's iShares Global Industrials ETF position peaked at $283K in Q3 2018.
50 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.