Telemus Capital’s iShares Global Healthcare ETF IXJ Stock Holding History

Telemus Capital’s Portfolio IXJ Stock Details IXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-4,527	Closed	-$311K	–	406
2019 Q4	$311K	Buy	4,527 +127	+3%	+$8.24K	0.02%	312
2019 Q3	$269K	Hold	4,400	–	–	0.02%	326
2019 Q2	$261K	Hold	4,400	–	–	0.02%	317
2019 Q1	$269K	Hold	4,400	–	–	0.02%	353
2018 Q4	$249K	Hold	4,400	–	–	0.02%	357
2018 Q3	$277K	Hold	4,400	–	–	0.02%	378
2018 Q2	$248K	Buy	+4,400	New	+$248K	0.02%	386

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Telemus Capital's IXJ Position: Q1 2020 in Review

Telemus Capital sold out of iShares Global Healthcare ETF (IXJ) in Q1 2020, closing a stake of 4,527 shares — an estimated $311K sold.

Telemus Capital first reported a position in IXJ in Q2 2018 and held it in 7 quarters. The position peaked at $311K in Q4 2019. 206 funds tracked by Wall St. Rank hold IXJ as of Q1 2020.

Telemus Capital reported no remaining iShares Global Healthcare ETF position as of Q1 2020 after selling out during the quarter.
Telemus Capital sold 4,527 iShares Global Healthcare ETF shares in Q1 2020, an estimated $311K.
Telemus Capital first reported a position in iShares Global Healthcare ETF in Q2 2018 and held it in 7 quarters.
Telemus Capital's iShares Global Healthcare ETF position peaked at $311K in Q4 2019.
206 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2020.

Based on Telemus Capital's 13F filing for Q1 2020, filed 5 Jun 2020.