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Simplicity Solutions’s iShares Global Energy ETF IXC Stock Holding History

Simplicity Solutions’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
2019
Q1 		– Sell
-7,888
Closed -$232K – 780
2018
Q4 		$232K Buy
+7,888
New +$266K 0.03% 525

Other funds holding IXC

ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LBD
Landsberg Bennett & Dubbaneh Punta Gorda, Florida $785M AUM 22.85% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Simplicity Solutions's IXC Position: Q1 2019 in Review

Simplicity Solutions sold out of iShares Global Energy ETF (IXC) in Q1 2019, closing a stake of 7,888 shares — an estimated $232K sold.

Simplicity Solutions first reported a position in IXC in Q4 2018 and held it in 1 quarter. The position peaked at $232K in Q4 2018. 146 funds tracked by Wall St. Rank hold IXC as of Q1 2019.

  • Simplicity Solutions reported no remaining iShares Global Energy ETF position as of Q1 2019 after selling out during the quarter.
  • Simplicity Solutions sold 7,888 iShares Global Energy ETF shares in Q1 2019, an estimated $232K.
  • Simplicity Solutions first reported a position in iShares Global Energy ETF in Q4 2018 and held it in 1 quarter.
  • Simplicity Solutions's iShares Global Energy ETF position peaked at $232K in Q4 2018.
  • 146 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2019.

Based on Simplicity Solutions's 13F filing for Q1 2019, filed 10 May 2019.