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RPg Family Wealth Advisory’s iShares Global Healthcare ETF IXJ Stock Holding History

RPg Family Wealth Advisory’s Portfolio IXJ Stock Details IXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-950
Closed -$48.7K – 277
2015
Q4 		$48.7K Buy
+950
New +$48.9K 0.04% 97

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Bank of America
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Morgan Stanley
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SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RPg Family Wealth Advisory's IXJ Position: Q1 2016 in Review

RPg Family Wealth Advisory sold out of iShares Global Healthcare ETF (IXJ) in Q1 2016, closing a stake of 950 shares — an estimated $48.7K sold.

RPg Family Wealth Advisory first reported a position in IXJ in Q4 2015 and held it in 1 quarter. The position peaked at $48.7K in Q4 2015. 127 funds tracked by Wall St. Rank hold IXJ as of Q1 2016.

  • RPg Family Wealth Advisory reported no remaining iShares Global Healthcare ETF position as of Q1 2016 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 950 iShares Global Healthcare ETF shares in Q1 2016, an estimated $48.7K.
  • RPg Family Wealth Advisory first reported a position in iShares Global Healthcare ETF in Q4 2015 and held it in 1 quarter.
  • RPg Family Wealth Advisory's iShares Global Healthcare ETF position peaked at $48.7K in Q4 2015.
  • 127 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2016.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2016, filed 12 May 2016.