Sunflower Bank Wealth Management’s iShares Global Comm Services ETF IXP Stock Holding History

Sunflower Bank 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
2015 Q1	–	Sell	-3,750	Closed	-$225K	–	99
2014 Q4	$225K	Hold	3,750	–	–	0.07%	93
2014 Q3	$236K	Buy	+3,750	New	+$240K	0.08%	90

Other funds holding IXP

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

FAAM

First Allied Asset Management San Diego, California $712M AUM 9.35% 1-Year Est. Return

Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sunflower Bank Wealth Management's IXP Position: Q1 2015 in Review

Sunflower Bank Wealth Management sold out of iShares Global Comm Services ETF (IXP) in Q1 2015, closing a stake of 3,750 shares — an estimated $225K sold.

Sunflower Bank Wealth Management first reported a position in IXP in Q3 2014 and held it in 2 quarters. The position peaked at $236K in Q3 2014. 81 funds tracked by Wall St. Rank hold IXP as of Q1 2015.

Sunflower Bank Wealth Management reported no remaining iShares Global Comm Services ETF position as of Q1 2015 after selling out during the quarter.
Sunflower Bank Wealth Management sold 3,750 iShares Global Comm Services ETF shares in Q1 2015, an estimated $225K.
Sunflower Bank Wealth Management first reported a position in iShares Global Comm Services ETF in Q3 2014 and held it in 2 quarters.
Sunflower Bank Wealth Management's iShares Global Comm Services ETF position peaked at $236K in Q3 2014.
81 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q1 2015.

Based on Sunflower Bank Wealth Management's 13F filing for Q1 2015, filed 1 May 2015.