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WFG Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

WFG Advisors’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
Q4 		– Sell
-14
Closed -$1K – 2161
2014
Q3 		$1K Hold
14
– – ﹤0.01% 1982
2014
Q2 		$1K Hold
14
– – ﹤0.01% 1906
2014
Q1 		$1K Buy
+14
New +$625 ﹤0.01% 1895

Other funds holding IXJ

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WFG Advisors's IXJ Position: Q4 2014 in Review

WFG Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q4 2014, closing a stake of 14 shares — an estimated $1K sold.

WFG Advisors first reported a position in IXJ in Q1 2014 and held it in 3 quarters. The position peaked at $1K in Q3 2014. 125 funds tracked by Wall St. Rank hold IXJ as of Q4 2014.

  • WFG Advisors reported no remaining iShares Global Healthcare ETF position as of Q4 2014 after selling out during the quarter.
  • WFG Advisors sold 14 iShares Global Healthcare ETF shares in Q4 2014, an estimated $1K.
  • WFG Advisors first reported a position in iShares Global Healthcare ETF in Q1 2014 and held it in 3 quarters.
  • WFG Advisors's iShares Global Healthcare ETF position peaked at $1K in Q3 2014.
  • 125 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.