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Peachtree Investment Advisors’s iShares Global Tech ETF IXN Stock Holding History

Peachtree Investment Advisors’s Portfolio IXN Stock Details IXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-300
Closed -$5K – 182
2015
Q2 		$5K Hold
300
– – ﹤0.01% 273
2015
Q1 		$5K Hold
300
– – ﹤0.01% 284
2014
Q4 		$5K Hold
300
– – ﹤0.01% 316
2014
Q3 		$5K Buy
+300
New +$4.57K ﹤0.01% 331

Other funds holding IXN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return
UBS O'Connor
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

Peachtree Investment Advisors's IXN Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of iShares Global Tech ETF (IXN) in Q3 2015, closing a stake of 300 shares — an estimated $5K sold.

Peachtree Investment Advisors first reported a position in IXN in Q3 2014 and held it in 4 quarters. The position peaked at $5K in Q2 2015. 90 funds tracked by Wall St. Rank hold IXN as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining iShares Global Tech ETF position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 300 iShares Global Tech ETF shares in Q3 2015, an estimated $5K.
  • Peachtree Investment Advisors first reported a position in iShares Global Tech ETF in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's iShares Global Tech ETF position peaked at $5K in Q2 2015.
  • 90 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.