TCI Wealth Advisors’s iShares Global Energy ETF IXC Stock Holding History

TCI Wealth Advisors’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
2023 Q1	–	Sell	-57	Closed	-$2.22K	–	2581
2022 Q4	$2.22K	Buy	+57	New	+$2.23K	﹤0.01%	1951
2016 Q4	–	Sell	-318	Closed	-$10K	–	1410
2016 Q3	$10K	Hold	318	–	–	0.01%	578
2016 Q2	$10K	Hold	318	–	–	0.01%	573
2016 Q1	$9K	Hold	318	–	–	0.01%	606
2015 Q4	$9K	Hold	318	–	–	0.01%	606
2015 Q3	$9K	Hold	318	–	–	0.01%	533
2015 Q2	$11K	Hold	318	–	–	0.01%	508
2015 Q1	$11K	Buy	318 +38	+14%	+$1.38K	0.01%	440
2014 Q4	$10K	Hold	280	–	–	0.01%	452
2014 Q3	$12K	Hold	280	–	–	0.01%	414
2014 Q2	$14K	Sell	280 -90	-24%	-$4.19K	0.01%	406
2014 Q1	$16K	Hold	370	–	–	0.01%	349
2013 Q4	$16K	Buy	370 +90	+32%	+$3.81K	0.01%	355
2013 Q3	$11K	Hold	280	–	–	0.01%	361
2013 Q2	$11K	Buy	+280	New	+$11.1K	0.01%	363

Other funds holding IXC

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

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

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

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

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

VCM

Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

TCI Wealth Advisors's IXC Position: Q1 2023 in Review

TCI Wealth Advisors sold out of iShares Global Energy ETF (IXC) in Q1 2023, closing a stake of 57 shares — an estimated $2.22K sold.

TCI Wealth Advisors first reported a position in IXC in Q2 2013 and held it in 15 quarters. The position peaked at $16K in Q1 2014. 248 funds tracked by Wall St. Rank hold IXC as of Q1 2023.

TCI Wealth Advisors reported no remaining iShares Global Energy ETF position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 57 iShares Global Energy ETF shares in Q1 2023, an estimated $2.22K.
TCI Wealth Advisors first reported a position in iShares Global Energy ETF in Q2 2013 and held it in 15 quarters.
TCI Wealth Advisors's iShares Global Energy ETF position peaked at $16K in Q1 2014.
248 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.