Royal Fund Management’s iShares Global Energy ETF IXC Stock Holding History

Royal Fund Management’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
2017 Q4	–	Sell	-219	Closed	-$7K	–	667
2017 Q3	$7K	Buy	+219	New	+$6.97K	﹤0.01%	327

Other funds holding IXC

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Fund Management's IXC Position: Q4 2017 in Review

Royal Fund Management sold out of iShares Global Energy ETF (IXC) in Q4 2017, closing a stake of 219 shares — an estimated $7K sold.

Royal Fund Management first reported a position in IXC in Q3 2017 and held it in 1 quarter. The position peaked at $7K in Q3 2017. 133 funds tracked by Wall St. Rank hold IXC as of Q4 2017.

Royal Fund Management reported no remaining iShares Global Energy ETF position as of Q4 2017 after selling out during the quarter.
Royal Fund Management sold 219 iShares Global Energy ETF shares in Q4 2017, an estimated $7K.
Royal Fund Management first reported a position in iShares Global Energy ETF in Q3 2017 and held it in 1 quarter.
Royal Fund Management's iShares Global Energy ETF position peaked at $7K in Q3 2017.
133 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2017.

Based on Royal Fund Management's 13F filing for Q4 2017, filed 7 May 2020.