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Westside Investment Management’s iShares Global Comm Services ETF IXP Stock Holding History

Westside Investment 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
2017
Q4 		– Sell
-185
Closed -$11.1K – 855
2017
Q3 		$11.1K Hold
185
– – 0.01% 524
2017
Q2 		$10.7K Buy
185
+2
+1% +$119 0.01% 524
2017
Q1 		$10.8K Buy
+183
New +$10.9K 0.01% 476

Other funds holding IXP

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Westside Investment Management's IXP Position: Q4 2017 in Review

Westside Investment Management sold out of iShares Global Comm Services ETF (IXP) in Q4 2017, closing a stake of 185 shares — an estimated $11.1K sold.

Westside Investment Management first reported a position in IXP in Q1 2017 and held it in 3 quarters. The position peaked at $11.1K in Q3 2017. 93 funds tracked by Wall St. Rank hold IXP as of Q4 2017.

  • Westside Investment Management reported no remaining iShares Global Comm Services ETF position as of Q4 2017 after selling out during the quarter.
  • Westside Investment Management sold 185 iShares Global Comm Services ETF shares in Q4 2017, an estimated $11.1K.
  • Westside Investment Management first reported a position in iShares Global Comm Services ETF in Q1 2017 and held it in 3 quarters.
  • Westside Investment Management's iShares Global Comm Services ETF position peaked at $11.1K in Q3 2017.
  • 93 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q4 2017.

Based on Westside Investment Management's 13F filing for Q4 2017, filed 15 Feb 2018.