Private Capital Group’s iShares Global Healthcare ETF IXJ Stock Holding History

Private Capital Group’s Portfolio IXJ Stock Details IXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-472	Closed	-$29K	–	2081
2019 Q3	$29K	Hold	472	–	–	0.01%	1006
2019 Q2	$27K	Hold	472	–	–	0.01%	938
2019 Q1	$29K	Hold	472	–	–	0.01%	1018
2018 Q4	$27K	Hold	472	–	–	0.01%	958
2018 Q3	$29K	Hold	472	–	–	0.01%	976
2018 Q2	$26K	Hold	472	–	–	0.01%	987
2018 Q1	$26K	Hold	472	–	–	0.01%	961
2017 Q4	$27	Buy	+472	New	+$26.5K	0.01%	945

Other funds holding IXJ

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Private Capital Group's IXJ Position: Q4 2019 in Review

Private Capital Group sold out of iShares Global Healthcare ETF (IXJ) in Q4 2019, closing a stake of 472 shares — an estimated $29K sold.

Private Capital Group first reported a position in IXJ in Q4 2017 and held it in 8 quarters. The position peaked at $29K in Q3 2019. 221 funds tracked by Wall St. Rank hold IXJ as of Q4 2019.

Private Capital Group reported no remaining iShares Global Healthcare ETF position as of Q4 2019 after selling out during the quarter.
Private Capital Group sold 472 iShares Global Healthcare ETF shares in Q4 2019, an estimated $29K.
Private Capital Group first reported a position in iShares Global Healthcare ETF in Q4 2017 and held it in 8 quarters.
Private Capital Group's iShares Global Healthcare ETF position peaked at $29K in Q3 2019.
221 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2019.

Based on Private Capital Group's 13F filing for Q4 2019, filed 14 Feb 2020.