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Simply Money Advisors’s iShares Global Tech ETF IXN Stock Holding History

Simply Money Advisors’s Portfolio IXN Stock Details IXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-852
Closed -$10K – 243
2013
Q2 		$10K Buy
+852
New +$10.1K ﹤0.01% 164

Other funds holding IXN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Simply Money Advisors's IXN Position: Q3 2013 in Review

Simply Money Advisors sold out of iShares Global Tech ETF (IXN) in Q3 2013, closing a stake of 852 shares — an estimated $10K sold.

Simply Money Advisors first reported a position in IXN in Q2 2013 and held it in 1 quarter. The position peaked at $10K in Q2 2013. 68 funds tracked by Wall St. Rank hold IXN as of Q3 2013.

  • Simply Money Advisors reported no remaining iShares Global Tech ETF position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 852 iShares Global Tech ETF shares in Q3 2013, an estimated $10K.
  • Simply Money Advisors first reported a position in iShares Global Tech ETF in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's iShares Global Tech ETF position peaked at $10K in Q2 2013.
  • 68 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.