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UBP Investment Advisors’s iShares Global Tech ETF IXN Stock Holding History

UBP Investment Advisors’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
2018
Q4 		– Sell
-19,458
Closed -$568K – 53
2018
Q3 		$568K Buy
19,458
+258
+1% +$7.38K 0.54% 41
2018
Q2 		$523K Sell
19,200
-258
-1% -$7.06K 0.62% 34
2018
Q1 		$513K Hold
19,458
– – 0.55% 35
2017
Q4 		$498K Buy
+19,458
New +$492K 0.59% 41

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBP Investment Advisors sold out of iShares Global Tech ETF (IXN) in Q4 2018, closing a stake of 19,458 shares — an estimated $568K sold.

UBP Investment Advisors first reported a position in IXN in Q4 2017 and held it in 4 quarters. The position peaked at $568K in Q3 2018. 207 funds tracked by Wall St. Rank hold IXN as of Q4 2018.

  • UBP Investment Advisors reported no remaining iShares Global Tech ETF position as of Q4 2018 after selling out during the quarter.
  • UBP Investment Advisors sold 19,458 iShares Global Tech ETF shares in Q4 2018, an estimated $568K.
  • UBP Investment Advisors first reported a position in iShares Global Tech ETF in Q4 2017 and held it in 4 quarters.
  • UBP Investment Advisors's iShares Global Tech ETF position peaked at $568K in Q3 2018.
  • 207 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2018.

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