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Sonora Investment Management’s iShares Global Tech ETF IXN Stock Holding History

Sonora Investment Management’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
2018
Q2 		– Sell
-300
Closed -$7.92K – 1195
2018
Q1 		$7.92K Buy
+300
New +$8.09K ﹤0.01% 856

Other funds holding IXN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

Sonora Investment Management's IXN Position: Q2 2018 in Review

Sonora Investment Management sold out of iShares Global Tech ETF (IXN) in Q2 2018, closing a stake of 300 shares — an estimated $7.92K sold.

Sonora Investment Management first reported a position in IXN in Q1 2018 and held it in 1 quarter. The position peaked at $7.92K in Q1 2018. 166 funds tracked by Wall St. Rank hold IXN as of Q2 2018.

  • Sonora Investment Management reported no remaining iShares Global Tech ETF position as of Q2 2018 after selling out during the quarter.
  • Sonora Investment Management sold 300 iShares Global Tech ETF shares in Q2 2018, an estimated $7.92K.
  • Sonora Investment Management first reported a position in iShares Global Tech ETF in Q1 2018 and held it in 1 quarter.
  • Sonora Investment Management's iShares Global Tech ETF position peaked at $7.92K in Q1 2018.
  • 166 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2018.

Based on Sonora Investment Management's 13F filing for Q2 2018, filed 6 Aug 2018.