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Stonebridge Financial Planning Group’s iShares Global Energy ETF IXC Stock Holding History

Stonebridge Financial Planning Group’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
2020
Q2 		– Sell
-300
Closed -$6K – 402
2020
Q1 		$6K Hold
300
– – 0.01% 341
2019
Q4 		$9K Buy
+300
New +$9.2K 0.01% 299

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stonebridge Financial Planning Group's IXC Position: Q2 2020 in Review

Stonebridge Financial Planning Group sold out of iShares Global Energy ETF (IXC) in Q2 2020, closing a stake of 300 shares — an estimated $6K sold.

Stonebridge Financial Planning Group first reported a position in IXC in Q4 2019 and held it in 2 quarters. The position peaked at $9K in Q4 2019. 154 funds tracked by Wall St. Rank hold IXC as of Q2 2020.

  • Stonebridge Financial Planning Group reported no remaining iShares Global Energy ETF position as of Q2 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 300 iShares Global Energy ETF shares in Q2 2020, an estimated $6K.
  • Stonebridge Financial Planning Group first reported a position in iShares Global Energy ETF in Q4 2019 and held it in 2 quarters.
  • Stonebridge Financial Planning Group's iShares Global Energy ETF position peaked at $9K in Q4 2019.
  • 154 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2020, filed 24 Jul 2020.