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United Capital Financial Advisors’s iShares Global Comm Services ETF IXP Stock Holding History

United Capital Financial Advisors’s Portfolio IXP Stock Details IXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-5,849
Closed -$335K – 1337
2018
Q1 		$335K Buy
5,849
+44
+0.8% +$2.6K ﹤0.01% 1055
2017
Q4 		$351K Buy
+5,805
New +$348K ﹤0.01% 1061

Other funds holding IXP

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

United Capital Financial Advisors's IXP Position: Q2 2018 in Review

United Capital Financial Advisors sold out of iShares Global Comm Services ETF (IXP) in Q2 2018, closing a stake of 5,849 shares — an estimated $335K sold.

United Capital Financial Advisors first reported a position in IXP in Q4 2017 and held it in 2 quarters. The position peaked at $351K in Q4 2017. 77 funds tracked by Wall St. Rank hold IXP as of Q2 2018.

  • United Capital Financial Advisors reported no remaining iShares Global Comm Services ETF position as of Q2 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,849 iShares Global Comm Services ETF shares in Q2 2018, an estimated $335K.
  • United Capital Financial Advisors first reported a position in iShares Global Comm Services ETF in Q4 2017 and held it in 2 quarters.
  • United Capital Financial Advisors's iShares Global Comm Services ETF position peaked at $351K in Q4 2017.
  • 77 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q2 2018.

Based on United Capital Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.