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Richard C. Young & Co’s iShares Global Energy ETF IXC Stock Holding History

Richard C. Young & Co’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
2016
Q1 		– Sell
-95,317
Closed -$2.67M – 70
2015
Q4 		$2.67M Buy
+95,317
New +$2.93M 0.61% 50

Other funds holding IXC

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Richard C. Young & Co sold out of iShares Global Energy ETF (IXC) in Q1 2016, closing a stake of 95,317 shares — an estimated $2.67M sold.

Richard C. Young & Co first reported a position in IXC in Q4 2015 and held it in 1 quarter. The position peaked at $2.67M in Q4 2015. 111 funds tracked by Wall St. Rank hold IXC as of Q1 2016.

  • Richard C. Young & Co reported no remaining iShares Global Energy ETF position as of Q1 2016 after selling out during the quarter.
  • Richard C. Young & Co sold 95,317 iShares Global Energy ETF shares in Q1 2016, an estimated $2.67M.
  • Richard C. Young & Co first reported a position in iShares Global Energy ETF in Q4 2015 and held it in 1 quarter.
  • Richard C. Young & Co's iShares Global Energy ETF position peaked at $2.67M in Q4 2015.
  • 111 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2016.

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