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Royal Fund Management’s iShares Global Comm Services ETF IXP Stock Holding History

Royal Fund Management’s Portfolio IXP Stock Details IXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-103
Closed -$5K – 596
2018
Q1 		$5K Buy
+103
New +$6.09K ﹤0.01% 399

Other funds holding IXP

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Fund Management's IXP Position: Q2 2018 in Review

Royal Fund Management sold out of iShares Global Comm Services ETF (IXP) in Q2 2018, closing a stake of 103 shares — an estimated $5K sold.

Royal Fund Management first reported a position in IXP in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 77 funds tracked by Wall St. Rank hold IXP as of Q2 2018.

  • Royal Fund Management reported no remaining iShares Global Comm Services ETF position as of Q2 2018 after selling out during the quarter.
  • Royal Fund Management sold 103 iShares Global Comm Services ETF shares in Q2 2018, an estimated $5K.
  • Royal Fund Management first reported a position in iShares Global Comm Services ETF in Q1 2018 and held it in 1 quarter.
  • Royal Fund Management's iShares Global Comm Services ETF position peaked at $5K in Q1 2018.
  • 77 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q2 2018.

Based on Royal Fund Management's 13F filing for Q2 2018, filed 7 May 2020.