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Royal Fund Management’s iShares Global Tech ETF IXN Stock Holding History

Royal Fund Management’s Portfolio IXN Stock Details IXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-426
Closed -$12K – 604
2019
Q1 		$12K Buy
+426
New +$11.3K ﹤0.01% 354

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Fund Management's IXN Position: Q2 2019 in Review

Royal Fund Management sold out of iShares Global Tech ETF (IXN) in Q2 2019, closing a stake of 426 shares — an estimated $12K sold.

Royal Fund Management first reported a position in IXN in Q1 2019 and held it in 1 quarter. The position peaked at $12K in Q1 2019. 246 funds tracked by Wall St. Rank hold IXN as of Q2 2019.

  • Royal Fund Management reported no remaining iShares Global Tech ETF position as of Q2 2019 after selling out during the quarter.
  • Royal Fund Management sold 426 iShares Global Tech ETF shares in Q2 2019, an estimated $12K.
  • Royal Fund Management first reported a position in iShares Global Tech ETF in Q1 2019 and held it in 1 quarter.
  • Royal Fund Management's iShares Global Tech ETF position peaked at $12K in Q1 2019.
  • 246 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2019.

Based on Royal Fund Management's 13F filing for Q2 2019, filed 8 May 2020.