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Piershale Financial Group’s iShares Global Energy ETF IXC Stock Holding History

Piershale Financial Group’s Portfolio IXC Stock Details IXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-185
Closed -$9K – 161
2014
Q2 		$9K Hold
185
– – 0.01% 103
2014
Q1 		$8K Hold
185
– – 0.01% 87
2013
Q4 		$8K Hold
185
– – 0.01% 73
2013
Q3 		$8K Buy
+185
New +$7.47K 0.01% 77

Other funds holding IXC

William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $692M AUM 15.25% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $116M AUM 2.72% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Piershale Financial Group's IXC Position: Q3 2014 in Review

Piershale Financial Group sold out of iShares Global Energy ETF (IXC) in Q3 2014, closing a stake of 185 shares — an estimated $9K sold.

Piershale Financial Group first reported a position in IXC in Q3 2013 and held it in 4 quarters. The position peaked at $9K in Q2 2014. 105 funds tracked by Wall St. Rank hold IXC as of Q3 2014.

  • Piershale Financial Group reported no remaining iShares Global Energy ETF position as of Q3 2014 after selling out during the quarter.
  • Piershale Financial Group sold 185 iShares Global Energy ETF shares in Q3 2014, an estimated $9K.
  • Piershale Financial Group first reported a position in iShares Global Energy ETF in Q3 2013 and held it in 4 quarters.
  • Piershale Financial Group's iShares Global Energy ETF position peaked at $9K in Q2 2014.
  • 105 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2014.

Based on Piershale Financial Group's 13F filing for Q3 2014, filed 21 Oct 2014.