SWP
IXC icon

Strategic Wealth Partners’s iShares Global Energy ETF IXC Stock Holding History

Strategic Wealth Partners’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
2019
Q2 		– Sell
-301
Closed -$10K – 783
2019
Q1 		$10K Buy
+301
New +$9.85K ﹤0.01% 527

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
LBD
Landsberg Bennett & Dubbaneh Punta Gorda, Florida $785M AUM 22.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strategic Wealth Partners's IXC Position: Q2 2019 in Review

Strategic Wealth Partners sold out of iShares Global Energy ETF (IXC) in Q2 2019, closing a stake of 301 shares — an estimated $10K sold.

Strategic Wealth Partners first reported a position in IXC in Q1 2019 and held it in 1 quarter. The position peaked at $10K in Q1 2019. 128 funds tracked by Wall St. Rank hold IXC as of Q2 2019.

  • Strategic Wealth Partners reported no remaining iShares Global Energy ETF position as of Q2 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 301 iShares Global Energy ETF shares in Q2 2019, an estimated $10K.
  • Strategic Wealth Partners first reported a position in iShares Global Energy ETF in Q1 2019 and held it in 1 quarter.
  • Strategic Wealth Partners's iShares Global Energy ETF position peaked at $10K in Q1 2019.
  • 128 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2019.

Based on Strategic Wealth Partners's 13F filing for Q2 2019, filed 6 Aug 2019.