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United Capital Financial Advisors’s iShares Global Energy ETF IXC Stock Holding History

United Capital Financial Advisors’s Portfolio IXC Stock Details IXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,997
Closed -$249K – 1082
2024
Q2 		$249K Sell
5,997
-256,112
-98% -$11M ﹤0.01% 910
2024
Q1 		$11.3M Buy
262,109
+13,348
+5% +$529K 0.09% 172
2023
Q4 		$9.73M Buy
+248,761
New +$9.89M 0.08% 193
2022
Q3 		– Sell
-20,075
Closed -$680K – 1116
2022
Q2 		$680K Sell
20,075
-19
-0.1% -$711 ﹤0.01% 721
2022
Q1 		$726K Buy
20,094
+235
+1% +$7.81K ﹤0.01% 750
2021
Q4 		$546K Buy
+19,859
New +$563K ﹤0.01% 832
2021
Q2 		– Sell
-24,018
Closed -$592K – 1240
2021
Q1 		$592K Hold
24,018
– – ﹤0.01% 809
2020
Q4 		$488K Sell
24,018
-3,507
-13% -$65.5K ﹤0.01% 854
2020
Q3 		$451K Buy
+27,525
New +$520K ﹤0.01% 854
2020
Q1 		– Sell
-9,054
Closed -$279K – 1285
2019
Q4 		$279K Buy
9,054
+2,295
+34% +$70.4K ﹤0.01% 1166
2019
Q3 		$207K Buy
+6,759
New +$207K ﹤0.01% 1185
2016
Q3 		– Sell
-7,233
Closed -$231K – 1290
2016
Q2 		$231K Sell
7,233
-292
-4% -$9.13K ﹤0.01% 1131
2016
Q1 		$222K Hold
7,525
– – ﹤0.01% 1097
2015
Q4 		$211K Buy
7,525
+259
+4% +$7.96K ﹤0.01% 1117
2015
Q3 		$208K Sell
7,266
-280
-4% -$8.81K ﹤0.01% 1147
2015
Q2 		$264K Buy
7,546
+2,160
+40% +$80.7K ﹤0.01% 1109
2015
Q1 		$210K Sell
5,386
-81
-1% -$2.93K ﹤0.01% 1172
2014
Q4 		$203K Buy
+5,467
New +$217K ﹤0.01% 1097

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

United Capital Financial Advisors's IXC Position: Q3 2024 in Review

United Capital Financial Advisors sold out of iShares Global Energy ETF (IXC) in Q3 2024, closing a stake of 5,997 shares — an estimated $249K sold.

United Capital Financial Advisors first reported a position in IXC in Q4 2014 and held it in 18 quarters. The position peaked at $11.3M in Q1 2024. 370 funds tracked by Wall St. Rank hold IXC as of Q3 2024.

  • United Capital Financial Advisors reported no remaining iShares Global Energy ETF position as of Q3 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,997 iShares Global Energy ETF shares in Q3 2024, an estimated $249K.
  • United Capital Financial Advisors first reported a position in iShares Global Energy ETF in Q4 2014 and held it in 18 quarters.
  • United Capital Financial Advisors's iShares Global Energy ETF position peaked at $11.3M in Q1 2024.
  • 370 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2024.

Based on United Capital Financial Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.