Vickerman & Driscoll Financial Advisors’s iShares Global Energy ETF IXC Stock Holding History

Vickerman & Driscoll 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
2018 Q4	–	Sell	-4,359	Closed	-$164K	–	90
2018 Q3	$164K	Sell	4,359 -434	-9%	-$16K	0.11%	74
2018 Q2	$179K	Sell	4,793 -13,777	-74%	-$510K	0.13%	70
2018 Q1	$631K	Sell	18,570 -10,768	-37%	-$378K	0.47%	62
2017 Q4	$1.04M	Buy	+29,338	New	+$1.01M	0.82%	47

Other funds holding IXC

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's IXC Position: Q4 2018 in Review

Vickerman & Driscoll Financial Advisors sold out of iShares Global Energy ETF (IXC) in Q4 2018, closing a stake of 4,359 shares — an estimated $164K sold.

Vickerman & Driscoll Financial Advisors first reported a position in IXC in Q4 2017 and held it in 4 quarters. The position peaked at $1.04M in Q4 2017. 145 funds tracked by Wall St. Rank hold IXC as of Q4 2018.

Vickerman & Driscoll Financial Advisors reported no remaining iShares Global Energy ETF position as of Q4 2018 after selling out during the quarter.
Vickerman & Driscoll Financial Advisors sold 4,359 iShares Global Energy ETF shares in Q4 2018, an estimated $164K.
Vickerman & Driscoll Financial Advisors first reported a position in iShares Global Energy ETF in Q4 2017 and held it in 4 quarters.
Vickerman & Driscoll Financial Advisors's iShares Global Energy ETF position peaked at $1.04M in Q4 2017.
145 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2018.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.