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Smith Salley Wealth Management’s iShares Global Comm Services ETF IXP Stock Holding History

Smith Salley Wealth Management’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
2017
Q4 		– Sell
-3,343
Closed -$202K – 185
2017
Q3 		$202K Sell
3,343
-551
-14% -$33K 0.04% 167
2017
Q2 		$228K Sell
3,894
-10
-0.3% -$597 0.05% 157
2017
Q1 		$232K Sell
3,904
-131
-3% -$7.79K 0.05% 155
2016
Q4 		$237K Buy
4,035
+20
+0.5% +$1.17K 0.05% 140
2016
Q3 		$248K Sell
4,015
-26
-0.6% -$1.63K 0.06% 135
2016
Q2 		$255K Buy
4,041
+37
+0.9% +$2.3K 0.06% 137
2016
Q1 		$249K Sell
4,004
-40
-1% -$2.36K 0.06% 136
2015
Q4 		$234K Sell
4,044
-379
-9% -$22.4K 0.06% 139
2015
Q3 		$251K Sell
4,423
-280
-6% -$17K 0.07% 132
2015
Q2 		$292K Sell
4,703
-83
-2% -$5.29K 0.07% 130
2015
Q1 		$293K Sell
4,786
-76
-2% -$4.72K 0.07% 138
2014
Q4 		$292K Sell
4,862
-563
-10% -$35.1K 0.08% 141
2014
Q3 		$341K Buy
5,425
+51
+0.9% +$3.26K 0.09% 142
2014
Q2 		$339K Sell
5,374
-52
-1% -$3.54K 0.09% 144
2014
Q1 		$363K Buy
5,426
+130
+2% +$8.6K 0.23% 80
2013
Q4 		$362K Sell
5,296
-77
-1% -$5.18K 0.24% 71
2013
Q3 		$345K Buy
5,373
+116
+2% +$7.15K 0.28% 55
2013
Q2 		$312K Buy
+5,257
New +$325K 0.25% 67

Other funds holding IXP

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Smith Salley Wealth Management's IXP Position: Q4 2017 in Review

Smith Salley Wealth Management sold out of iShares Global Comm Services ETF (IXP) in Q4 2017, closing a stake of 3,343 shares — an estimated $202K sold.

Smith Salley Wealth Management first reported a position in IXP in Q2 2013 and held it in 18 quarters. The position peaked at $363K in Q1 2014. 93 funds tracked by Wall St. Rank hold IXP as of Q4 2017.

  • Smith Salley Wealth Management reported no remaining iShares Global Comm Services ETF position as of Q4 2017 after selling out during the quarter.
  • Smith Salley Wealth Management sold 3,343 iShares Global Comm Services ETF shares in Q4 2017, an estimated $202K.
  • Smith Salley Wealth Management first reported a position in iShares Global Comm Services ETF in Q2 2013 and held it in 18 quarters.
  • Smith Salley Wealth Management's iShares Global Comm Services ETF position peaked at $363K in Q1 2014.
  • 93 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q4 2017.

Based on Smith Salley Wealth Management's 13F filing for Q4 2017, filed 12 Feb 2018.