Vickerman & Driscoll Financial Advisors’s iShares Global Financials ETF IXG Stock Holding History

Vickerman & Driscoll Financial Advisors’s Portfolio IXG Stock Details IXG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-4,247	Closed	-$280K	–	91
2018 Q3	$280K	Sell	4,247 -240	-5%	-$15.9K	0.2%	67
2018 Q2	$288K	Sell	4,487 -6,306	-58%	-$431K	0.21%	66
2018 Q1	$747K	Sell	10,793 -6,402	-37%	-$461K	0.55%	54
2017 Q4	$1.2M	Buy	+17,195	New	+$1.17M	0.94%	36

Other funds holding IXG

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

Vickerman & Driscoll Financial Advisors sold out of iShares Global Financials ETF (IXG) in Q4 2018, closing a stake of 4,247 shares — an estimated $280K sold.

Vickerman & Driscoll Financial Advisors first reported a position in IXG in Q4 2017 and held it in 4 quarters. The position peaked at $1.2M in Q4 2017. 80 funds tracked by Wall St. Rank hold IXG as of Q4 2018.

Vickerman & Driscoll Financial Advisors reported no remaining iShares Global Financials ETF position as of Q4 2018 after selling out during the quarter.
Vickerman & Driscoll Financial Advisors sold 4,247 iShares Global Financials ETF shares in Q4 2018, an estimated $280K.
Vickerman & Driscoll Financial Advisors first reported a position in iShares Global Financials ETF in Q4 2017 and held it in 4 quarters.
Vickerman & Driscoll Financial Advisors's iShares Global Financials ETF position peaked at $1.2M in Q4 2017.
80 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2018.

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