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WFG Advisors’s iShares Global Comm Services ETF IXP Stock Holding History

WFG Advisors’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
2016
Q4 		– Sell
-243
Closed -$15K – 1642
2016
Q3 		$15K Hold
243
– – ﹤0.01% 1019
2016
Q2 		$15K Buy
243
+2
+0.8% +$124 ﹤0.01% 982
2016
Q1 		$15K Hold
241
– – ﹤0.01% 948
2015
Q4 		$14K Buy
241
+1
+0.4% +$59 ﹤0.01% 993
2015
Q3 		$14K Hold
240
– – ﹤0.01% 999
2015
Q2 		$15K Buy
240
+2
+0.8% +$128 ﹤0.01% 1065
2015
Q1 		$15K Hold
238
– – ﹤0.01% 1073
2014
Q4 		$14K Sell
238
-99
-29% -$6.17K ﹤0.01% 1343
2014
Q3 		$21K Buy
337
+8
+2% +$511 ﹤0.01% 1261
2014
Q2 		$21K Hold
329
– – ﹤0.01% 1254
2014
Q1 		$22K Sell
329
-8
-2% -$529 ﹤0.01% 1215
2013
Q4 		$23K Buy
337
+2
+0.6% +$135 ﹤0.01% 1295
2013
Q3 		$21K Sell
335
-87
-21% -$5.36K ﹤0.01% 1259
2013
Q2 		$25K Buy
+422
New +$26.1K ﹤0.01% 1131

Other funds holding IXP

V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 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
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return

WFG Advisors's IXP Position: Q4 2016 in Review

WFG Advisors sold out of iShares Global Comm Services ETF (IXP) in Q4 2016, closing a stake of 243 shares — an estimated $15K sold.

WFG Advisors first reported a position in IXP in Q2 2013 and held it in 14 quarters. The position peaked at $25K in Q2 2013. 77 funds tracked by Wall St. Rank hold IXP as of Q4 2016.

  • WFG Advisors reported no remaining iShares Global Comm Services ETF position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 243 iShares Global Comm Services ETF shares in Q4 2016, an estimated $15K.
  • WFG Advisors first reported a position in iShares Global Comm Services ETF in Q2 2013 and held it in 14 quarters.
  • WFG Advisors's iShares Global Comm Services ETF position peaked at $25K in Q2 2013.
  • 77 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.