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Stolper & Co’s iShares Global Energy ETF IXC Stock Holding History

Stolper & Co’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
2021
Q1 		– Sell
-40,000
Closed -$812K – 90
2020
Q4 		$812K Buy
+40,000
New +$748K 0.46% 56

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Stolper & Co's IXC Position: Q1 2021 in Review

Stolper & Co sold out of iShares Global Energy ETF (IXC) in Q1 2021, closing a stake of 40,000 shares — an estimated $812K sold.

Stolper & Co first reported a position in IXC in Q4 2020 and held it in 1 quarter. The position peaked at $812K in Q4 2020. 203 funds tracked by Wall St. Rank hold IXC as of Q1 2021.

  • Stolper & Co reported no remaining iShares Global Energy ETF position as of Q1 2021 after selling out during the quarter.
  • Stolper & Co sold 40,000 iShares Global Energy ETF shares in Q1 2021, an estimated $812K.
  • Stolper & Co first reported a position in iShares Global Energy ETF in Q4 2020 and held it in 1 quarter.
  • Stolper & Co's iShares Global Energy ETF position peaked at $812K in Q4 2020.
  • 203 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2021.

Based on Stolper & Co's 13F filing for Q1 2021, filed 9 Apr 2021.