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Samalin Investment Counsel’s iShares Global Comm Services ETF IXP Stock Holding History

Samalin Investment Counsel’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
2020
Q1 		– Sell
-914
Closed -$56K – 331
2019
Q4 		$56K Buy
+914
New +$54.4K 0.05% 274

Other funds holding IXP

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Samalin Investment Counsel's IXP Position: Q1 2020 in Review

Samalin Investment Counsel sold out of iShares Global Comm Services ETF (IXP) in Q1 2020, closing a stake of 914 shares — an estimated $56K sold.

Samalin Investment Counsel first reported a position in IXP in Q4 2019 and held it in 1 quarter. The position peaked at $56K in Q4 2019. 75 funds tracked by Wall St. Rank hold IXP as of Q1 2020.

  • Samalin Investment Counsel reported no remaining iShares Global Comm Services ETF position as of Q1 2020 after selling out during the quarter.
  • Samalin Investment Counsel sold 914 iShares Global Comm Services ETF shares in Q1 2020, an estimated $56K.
  • Samalin Investment Counsel first reported a position in iShares Global Comm Services ETF in Q4 2019 and held it in 1 quarter.
  • Samalin Investment Counsel's iShares Global Comm Services ETF position peaked at $56K in Q4 2019.
  • 75 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q1 2020.

Based on Samalin Investment Counsel's 13F filing for Q1 2020, filed 4 May 2020.