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Ullmann Wealth Partners Group’s iShares Global Healthcare ETF IXJ Stock Holding History

Ullmann Wealth Partners Group’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
2017
Q3 		– Sell
-814
Closed -$44K – 93
2017
Q2 		$44K Buy
814
+414
+104% +$22K 0.03% 92
2017
Q1 		$20K Buy
+400
New +$20K 0.02% 105

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return

Ullmann Wealth Partners Group's IXJ Position: Q3 2017 in Review

Ullmann Wealth Partners Group sold out of iShares Global Healthcare ETF (IXJ) in Q3 2017, closing a stake of 814 shares — an estimated $44K sold.

Ullmann Wealth Partners Group first reported a position in IXJ in Q1 2017 and held it in 2 quarters. The position peaked at $44K in Q2 2017. 146 funds tracked by Wall St. Rank hold IXJ as of Q3 2017.

  • Ullmann Wealth Partners Group reported no remaining iShares Global Healthcare ETF position as of Q3 2017 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 814 iShares Global Healthcare ETF shares in Q3 2017, an estimated $44K.
  • Ullmann Wealth Partners Group first reported a position in iShares Global Healthcare ETF in Q1 2017 and held it in 2 quarters.
  • Ullmann Wealth Partners Group's iShares Global Healthcare ETF position peaked at $44K in Q2 2017.
  • 146 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2017, filed 14 Nov 2017.