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UBP Investment Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

UBP Investment 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
2018
Q4 		– Sell
-12,008
Closed -$756K – 52
2018
Q3 		$756K Buy
12,008
+80
+0.7% +$4.83K 0.72% 35
2018
Q2 		$668K Sell
11,928
-80
-0.7% -$4.51K 0.79% 30
2018
Q1 		$668K Hold
12,008
– – 0.72% 30
2017
Q4 		$676K Buy
+12,008
New +$675K 0.8% 34

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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBP Investment Advisors's IXJ Position: Q4 2018 in Review

UBP Investment Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q4 2018, closing a stake of 12,008 shares — an estimated $756K sold.

UBP Investment Advisors first reported a position in IXJ in Q4 2017 and held it in 4 quarters. The position peaked at $756K in Q3 2018. 201 funds tracked by Wall St. Rank hold IXJ as of Q4 2018.

  • UBP Investment Advisors reported no remaining iShares Global Healthcare ETF position as of Q4 2018 after selling out during the quarter.
  • UBP Investment Advisors sold 12,008 iShares Global Healthcare ETF shares in Q4 2018, an estimated $756K.
  • UBP Investment Advisors first reported a position in iShares Global Healthcare ETF in Q4 2017 and held it in 4 quarters.
  • UBP Investment Advisors's iShares Global Healthcare ETF position peaked at $756K in Q3 2018.
  • 201 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2018.

Based on UBP Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.