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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
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 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.