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WFG Advisors’s iShares Global Energy ETF IXC Stock Holding History

WFG 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
2017
Q2 		$4K Hold
140
– – ﹤0.01% 1332
2017
Q1 		$5K Buy
+140
New +$4.72K ﹤0.01% 1220
2016
Q4 		– Sell
-2,110
Closed -$69K – 1641
2016
Q3 		$69K Hold
2,110
– – 0.02% 629
2016
Q2 		$68K Buy
2,110
+30
+1% +$937 0.02% 609
2016
Q1 		$61K Buy
2,080
+20
+1% +$547 0.02% 612
2015
Q4 		$58K Sell
2,060
-119
-5% -$3.66K 0.02% 629
2015
Q3 		$63K Buy
2,179
+160
+8% +$5.03K 0.02% 574
2015
Q2 		$71K Sell
2,019
-26
-1% -$971 0.02% 628
2015
Q1 		$73K Buy
2,045
+1,980
+3,046% +$71.7K 0.02% 628
2014
Q4 		$2K Hold
65
– – ﹤0.01% 1847
2014
Q3 		$3K Hold
65
– – ﹤0.01% 1795
2014
Q2 		$3K Hold
65
– – ﹤0.01% 1761
2014
Q1 		$3K Hold
65
– – ﹤0.01% 1744
2013
Q4 		$3K Hold
65
– – ﹤0.01% 1877
2013
Q3 		$3K Hold
65
– – ﹤0.01% 1847
2013
Q2 		$2K Buy
+65
New +$2.59K ﹤0.01% 1849

Other funds holding IXC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

WFG Advisors's IXC Position: Q2 2017 in Review

WFG Advisors held its iShares Global Energy ETF (IXC) position steady in Q2 2017 at 140 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

WFG Advisors first reported a position in IXC in Q2 2013 and has held it in 16 quarters since. The position peaked at $73K in Q1 2015. 103 funds tracked by Wall St. Rank hold IXC as of Q2 2017.

  • WFG Advisors held 140 shares of iShares Global Energy ETF worth $4K as of Q2 2017.
  • WFG Advisors left its iShares Global Energy ETF share count unchanged in Q2 2017.
  • iShares Global Energy ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1332 holding.
  • WFG Advisors first reported a position in iShares Global Energy ETF in Q2 2013 and has held it in 16 quarters since.
  • WFG Advisors's iShares Global Energy ETF position peaked at $73K in Q1 2015.
  • 103 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.