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Richard P. Slaughter Associates’s iShares Global Energy ETF IXC Stock Holding History

Richard P. Slaughter Associates’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
2020
Q3 		– Sell
-107,826
Closed -$2.11M – 102
2020
Q2 		$2.11M Buy
+107,826
New +$2.1M 0.92% 30

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Richard P. Slaughter Associates's IXC Position: Q3 2020 in Review

Richard P. Slaughter Associates sold out of iShares Global Energy ETF (IXC) in Q3 2020, closing a stake of 107,826 shares — an estimated $2.11M sold.

Richard P. Slaughter Associates first reported a position in IXC in Q2 2020 and held it in 1 quarter. The position peaked at $2.11M in Q2 2020. 143 funds tracked by Wall St. Rank hold IXC as of Q3 2020.

  • Richard P. Slaughter Associates reported no remaining iShares Global Energy ETF position as of Q3 2020 after selling out during the quarter.
  • Richard P. Slaughter Associates sold 107,826 iShares Global Energy ETF shares in Q3 2020, an estimated $2.11M.
  • Richard P. Slaughter Associates first reported a position in iShares Global Energy ETF in Q2 2020 and held it in 1 quarter.
  • Richard P. Slaughter Associates's iShares Global Energy ETF position peaked at $2.11M in Q2 2020.
  • 143 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2020.

Based on Richard P. Slaughter Associates's 13F filing for Q3 2020, filed 13 Oct 2020.