SWS Partners’s iShares Global Tech ETF IXN Stock Holding History

SWS Partners’s Portfolio IXN Stock Details IXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-366	Closed	-$9K	–	205
2018 Q1	$9K	Hold	366	–	–	0.01%	267
2017 Q4	$9K	Buy	+366	New	+$9.26K	0.01%	268

Other funds holding IXN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

SWS Partners's IXN Position: Q2 2018 in Review

SWS Partners sold out of iShares Global Tech ETF (IXN) in Q2 2018, closing a stake of 366 shares — an estimated $9K sold.

SWS Partners first reported a position in IXN in Q4 2017 and held it in 2 quarters. The position peaked at $9K in Q1 2018. 166 funds tracked by Wall St. Rank hold IXN as of Q2 2018.

SWS Partners reported no remaining iShares Global Tech ETF position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 366 iShares Global Tech ETF shares in Q2 2018, an estimated $9K.
SWS Partners first reported a position in iShares Global Tech ETF in Q4 2017 and held it in 2 quarters.
SWS Partners's iShares Global Tech ETF position peaked at $9K in Q1 2018.
166 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.