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Richard C. Young & Co’s iShares Global Industrials ETF EXI Stock Holding History

Richard C. Young & Co’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
2016
Q1 		– Sell
-3,221
Closed -$218K – 68
2015
Q4 		$218K Buy
+3,221
New +$222K 0.05% 74

Other funds holding EXI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Richard C. Young & Co's EXI Position: Q1 2016 in Review

Richard C. Young & Co sold out of iShares Global Industrials ETF (EXI) in Q1 2016, closing a stake of 3,221 shares — an estimated $218K sold.

Richard C. Young & Co first reported a position in EXI in Q4 2015 and held it in 1 quarter. The position peaked at $218K in Q4 2015. 44 funds tracked by Wall St. Rank hold EXI as of Q1 2016.

  • Richard C. Young & Co reported no remaining iShares Global Industrials ETF position as of Q1 2016 after selling out during the quarter.
  • Richard C. Young & Co sold 3,221 iShares Global Industrials ETF shares in Q1 2016, an estimated $218K.
  • Richard C. Young & Co first reported a position in iShares Global Industrials ETF in Q4 2015 and held it in 1 quarter.
  • Richard C. Young & Co's iShares Global Industrials ETF position peaked at $218K in Q4 2015.
  • 44 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2016.

Based on Richard C. Young & Co's 13F filing for Q1 2016, filed 10 May 2016.