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RPg Family Wealth Advisory’s iShares Global Energy ETF IXC Stock Holding History

RPg Family Wealth Advisory’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
2020
Q1 		– Sell
-1,054
Closed -$32.5K – 271
2019
Q4 		$32.5K Hold
1,054
– – 0.02% 178
2019
Q3 		$32.2K Buy
+1,054
New +$32.3K 0.02% 190

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

RPg Family Wealth Advisory's IXC Position: Q1 2020 in Review

RPg Family Wealth Advisory sold out of iShares Global Energy ETF (IXC) in Q1 2020, closing a stake of 1,054 shares — an estimated $32.5K sold.

RPg Family Wealth Advisory first reported a position in IXC in Q3 2019 and held it in 2 quarters. The position peaked at $32.5K in Q4 2019. 150 funds tracked by Wall St. Rank hold IXC as of Q1 2020.

  • RPg Family Wealth Advisory reported no remaining iShares Global Energy ETF position as of Q1 2020 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 1,054 iShares Global Energy ETF shares in Q1 2020, an estimated $32.5K.
  • RPg Family Wealth Advisory first reported a position in iShares Global Energy ETF in Q3 2019 and held it in 2 quarters.
  • RPg Family Wealth Advisory's iShares Global Energy ETF position peaked at $32.5K in Q4 2019.
  • 150 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2020.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2020, filed 14 May 2020.