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SWS Partners’s iShares Global Energy ETF IXC Stock Holding History

SWS 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
2020
Q4 		– Sell
-148,413
Closed -$2.43M – 115
2020
Q3 		$2.43M Buy
+148,413
New +$2.8M 1.22% 23
2020
Q2 		– Sell
-137,031
Closed -$2.31M – 89
2020
Q1 		$2.31M Buy
+137,031
New +$3.42M 1.65% 13

Other funds holding IXC

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SWS Partners's IXC Position: Q4 2020 in Review

SWS Partners sold out of iShares Global Energy ETF (IXC) in Q4 2020, closing a stake of 148,413 shares — an estimated $2.43M sold.

SWS Partners first reported a position in IXC in Q1 2020 and held it in 2 quarters. The position peaked at $2.43M in Q3 2020. 170 funds tracked by Wall St. Rank hold IXC as of Q4 2020.

  • SWS Partners reported no remaining iShares Global Energy ETF position as of Q4 2020 after selling out during the quarter.
  • SWS Partners sold 148,413 iShares Global Energy ETF shares in Q4 2020, an estimated $2.43M.
  • SWS Partners first reported a position in iShares Global Energy ETF in Q1 2020 and held it in 2 quarters.
  • SWS Partners's iShares Global Energy ETF position peaked at $2.43M in Q3 2020.
  • 170 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2020.

Based on SWS Partners's 13F filing for Q4 2020, filed 31 Mar 2021.