Ropes Wealth Advisors’s iShares Global Energy ETF IXC Stock Holding History

Ropes Wealth Advisors’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
2018 Q1	–	Sell	-3,589	Closed	-$128K	–	673
2017 Q4	$128K	Buy	+3,589	New	+$123K	0.03%	250

Other funds holding IXC

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Ropes Wealth Advisors's IXC Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of iShares Global Energy ETF (IXC) in Q1 2018, closing a stake of 3,589 shares — an estimated $128K sold.

Ropes Wealth Advisors first reported a position in IXC in Q4 2017 and held it in 1 quarter. The position peaked at $128K in Q4 2017. 140 funds tracked by Wall St. Rank hold IXC as of Q1 2018.

Ropes Wealth Advisors reported no remaining iShares Global Energy ETF position as of Q1 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 3,589 iShares Global Energy ETF shares in Q1 2018, an estimated $128K.
Ropes Wealth Advisors first reported a position in iShares Global Energy ETF in Q4 2017 and held it in 1 quarter.
Ropes Wealth Advisors's iShares Global Energy ETF position peaked at $128K in Q4 2017.
140 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.