TPWA
IXJ icon

TRUE Private Wealth Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

TRUE Private Wealth Advisors’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
2016
Q1 		– Sell
-20,562
Closed -$1.05M – 133
2015
Q4 		$1.05M Buy
+20,562
New +$1.06M 0.46% 36

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TRUE Private Wealth Advisors's IXJ Position: Q1 2016 in Review

TRUE Private Wealth Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q1 2016, closing a stake of 20,562 shares — an estimated $1.05M sold.

TRUE Private Wealth Advisors first reported a position in IXJ in Q4 2015 and held it in 1 quarter. The position peaked at $1.05M in Q4 2015. 127 funds tracked by Wall St. Rank hold IXJ as of Q1 2016.

  • TRUE Private Wealth Advisors reported no remaining iShares Global Healthcare ETF position as of Q1 2016 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 20,562 iShares Global Healthcare ETF shares in Q1 2016, an estimated $1.05M.
  • TRUE Private Wealth Advisors first reported a position in iShares Global Healthcare ETF in Q4 2015 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's iShares Global Healthcare ETF position peaked at $1.05M in Q4 2015.
  • 127 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2016.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2016, filed 11 May 2016.