TSWM
IXJ icon

Triangle Securities Wealth Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Triangle Securities Wealth Management’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
2013
Q3 		– Sell
-3,526
Closed -$131K – 258
2013
Q2 		$131K Buy
+3,526
New +$134K 0.1% 154

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Triangle Securities Wealth Management's IXJ Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of iShares Global Healthcare ETF (IXJ) in Q3 2013, closing a stake of 3,526 shares — an estimated $131K sold.

Triangle Securities Wealth Management first reported a position in IXJ in Q2 2013 and held it in 1 quarter. The position peaked at $131K in Q2 2013. 90 funds tracked by Wall St. Rank hold IXJ as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining iShares Global Healthcare ETF position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 3,526 iShares Global Healthcare ETF shares in Q3 2013, an estimated $131K.
  • Triangle Securities Wealth Management first reported a position in iShares Global Healthcare ETF in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's iShares Global Healthcare ETF position peaked at $131K in Q2 2013.
  • 90 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.