Wealthcare Advisory Partners’s iShares Global Energy ETF IXC Stock Holding History

Wealthcare Advisory Partners’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
2019 Q3	–	Sell	-1,500	Closed	-$49K	–	1377
2019 Q2	$49K	Hold	1,500	–	–	0.01%	508
2019 Q1	$51K	Hold	1,500	–	–	0.01%	461
2018 Q4	$44K	Hold	1,500	–	–	0.01%	454
2018 Q3	$57K	Hold	1,500	–	–	0.01%	439
2018 Q2	$56K	Hold	1,500	–	–	0.01%	441
2018 Q1	$51K	Hold	1,500	–	–	0.01%	391
2017 Q4	$53K	Hold	1,500	–	–	0.01%	361
2017 Q3	$51K	Buy	+1,500	New	+$47.8K	0.02%	299

Other funds holding IXC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JIM

Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

Quilter Investors London, United Kingdom $22.3M AUM 6.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

ACI

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Wealthcare Advisory Partners's IXC Position: Q3 2019 in Review

Wealthcare Advisory Partners sold out of iShares Global Energy ETF (IXC) in Q3 2019, closing a stake of 1,500 shares — an estimated $49K sold.

Wealthcare Advisory Partners first reported a position in IXC in Q3 2017 and held it in 8 quarters. The position peaked at $57K in Q3 2018. 126 funds tracked by Wall St. Rank hold IXC as of Q3 2019.

Wealthcare Advisory Partners reported no remaining iShares Global Energy ETF position as of Q3 2019 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,500 iShares Global Energy ETF shares in Q3 2019, an estimated $49K.
Wealthcare Advisory Partners first reported a position in iShares Global Energy ETF in Q3 2017 and held it in 8 quarters.
Wealthcare Advisory Partners's iShares Global Energy ETF position peaked at $57K in Q3 2018.
126 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2019.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2019, filed 17 Oct 2019.