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Torch Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

Torch Wealth Management’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
2014
Q3 		– Sell
-1,200
Closed -$18K – 173
2014
Q2 		$18K Hold
1,200
– – 0.01% 207
2014
Q1 		$17K Buy
+1,200
New +$16.6K 0.01% 217

Other funds holding IXN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
FGA
Flood Gamble Associates New York $200M AUM 6.21% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Torch Wealth Management's IXN Position: Q3 2014 in Review

Torch Wealth Management sold out of iShares Global Tech ETF (IXN) in Q3 2014, closing a stake of 1,200 shares — an estimated $18K sold.

Torch Wealth Management first reported a position in IXN in Q1 2014 and held it in 2 quarters. The position peaked at $18K in Q2 2014. 91 funds tracked by Wall St. Rank hold IXN as of Q3 2014.

  • Torch Wealth Management reported no remaining iShares Global Tech ETF position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 1,200 iShares Global Tech ETF shares in Q3 2014, an estimated $18K.
  • Torch Wealth Management first reported a position in iShares Global Tech ETF in Q1 2014 and held it in 2 quarters.
  • Torch Wealth Management's iShares Global Tech ETF position peaked at $18K in Q2 2014.
  • 91 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.