VAM
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Verity Asset Management’s iShares Global Comm Services ETF IXP Stock Holding History

Verity Asset Management’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
2014
Q4 		– Sell
-3,301
Closed -$207K – 89
2014
Q3 		$207K Buy
+3,301
New +$211K 0.23% 59

Other funds holding IXP

V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
FAAM
First Allied Asset Management San Diego, California $712M AUM 9.35% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Verity Asset Management's IXP Position: Q4 2014 in Review

Verity Asset Management sold out of iShares Global Comm Services ETF (IXP) in Q4 2014, closing a stake of 3,301 shares — an estimated $207K sold.

Verity Asset Management first reported a position in IXP in Q3 2014 and held it in 1 quarter. The position peaked at $207K in Q3 2014. 80 funds tracked by Wall St. Rank hold IXP as of Q4 2014.

  • Verity Asset Management reported no remaining iShares Global Comm Services ETF position as of Q4 2014 after selling out during the quarter.
  • Verity Asset Management sold 3,301 iShares Global Comm Services ETF shares in Q4 2014, an estimated $207K.
  • Verity Asset Management first reported a position in iShares Global Comm Services ETF in Q3 2014 and held it in 1 quarter.
  • Verity Asset Management's iShares Global Comm Services ETF position peaked at $207K in Q3 2014.
  • 80 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q4 2014.

Based on Verity Asset Management's 13F filing for Q4 2014, filed 13 Feb 2015.