Wellington Management Group
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Wellington Management Group’s iShares Global Healthcare ETF IXJ Stock Holding History

Wellington Management Group’s Portfolio IXJ Stock Details IXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-156,000
Closed -$7.36M – 2199
2014
Q2 		$7.36M Buy
+156,000
New +$7.16M ﹤0.01% 1341

Other funds holding IXJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
UBS
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Wellington Management Group's IXJ Position: Q3 2014 in Review

Wellington Management Group sold out of iShares Global Healthcare ETF (IXJ) in Q3 2014, closing a stake of 156,000 shares — an estimated $7.36M sold.

Wellington Management Group first reported a position in IXJ in Q2 2014 and held it in 1 quarter. The position peaked at $7.36M in Q2 2014. 102 funds tracked by Wall St. Rank hold IXJ as of Q3 2014.

  • Wellington Management Group reported no remaining iShares Global Healthcare ETF position as of Q3 2014 after selling out during the quarter.
  • Wellington Management Group sold 156,000 iShares Global Healthcare ETF shares in Q3 2014, an estimated $7.36M.
  • Wellington Management Group first reported a position in iShares Global Healthcare ETF in Q2 2014 and held it in 1 quarter.
  • Wellington Management Group's iShares Global Healthcare ETF position peaked at $7.36M in Q2 2014.
  • 102 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2014.

Based on Wellington Management Group's 13F filing for Q3 2014, filed 14 Nov 2014.