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Royal Fund Management’s iShares Global Financials ETF IXG Stock Holding History

Royal Fund Management’s Portfolio IXG Stock Details IXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-262
Closed -$17K – 668
2017
Q3 		$17K Buy
+262
New +$17K 0.01% 260

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Royal Fund Management sold out of iShares Global Financials ETF (IXG) in Q4 2017, closing a stake of 262 shares — an estimated $17K sold.

Royal Fund Management first reported a position in IXG in Q3 2017 and held it in 1 quarter. The position peaked at $17K in Q3 2017. 93 funds tracked by Wall St. Rank hold IXG as of Q4 2017.

  • Royal Fund Management reported no remaining iShares Global Financials ETF position as of Q4 2017 after selling out during the quarter.
  • Royal Fund Management sold 262 iShares Global Financials ETF shares in Q4 2017, an estimated $17K.
  • Royal Fund Management first reported a position in iShares Global Financials ETF in Q3 2017 and held it in 1 quarter.
  • Royal Fund Management's iShares Global Financials ETF position peaked at $17K in Q3 2017.
  • 93 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2017.

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