Private Capital Management (Colorado)’s iShares Global Energy ETF IXC Stock Holding History

Private Capital Management (Colorado)’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
2024 Q4	$44.6K	Buy	+1,168	New	+$47.8K	0.01%	169

Other funds holding IXC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Private Capital Management (Colorado)'s IXC Position: Q4 2024 in Review

Private Capital Management (Colorado) opened a new position in iShares Global Energy ETF (IXC) in Q4 2024: 1,168 shares worth $44.6K. The stake represents 0.01% of the portfolio and ranks #169 among its holdings.

376 funds tracked by Wall St. Rank hold IXC as of Q4 2024.

Private Capital Management (Colorado) held 1,168 shares of iShares Global Energy ETF worth $44.6K as of Q4 2024.
iShares Global Energy ETF was a new Private Capital Management (Colorado) position in Q4 2024.
iShares Global Energy ETF made up 0.01% of Private Capital Management (Colorado)'s portfolio in Q4 2024, its #169 holding.
376 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.