Whitener Capital Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Whitener Capital Management’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
2019 Q4	–	Sell	-200	Closed	-$12K	–	279
2019 Q3	$12K	Hold	200	–	–	0.01%	340
2019 Q2	$12K	Hold	200	–	–	0.01%	328
2019 Q1	$12K	Hold	200	–	–	0.01%	319
2018 Q4	$11K	Hold	200	–	–	0.01%	309
2018 Q3	$12K	Buy	+200	New	+$12.1K	0.01%	320
2018 Q2	–	Sell	-200	Closed	-$11K	–	258
2018 Q1	$11K	Hold	200	–	–	0.01%	325
2017 Q4	$11K	Buy	+200	New	+$11.2K	0.01%	312

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Whitener Capital Management's IXJ Position: Q4 2019 in Review

Whitener Capital Management sold out of iShares Global Healthcare ETF (IXJ) in Q4 2019, closing a stake of 200 shares — an estimated $12K sold.

Whitener Capital Management first reported a position in IXJ in Q4 2017 and held it in 7 quarters. The position peaked at $12K in Q3 2019. 221 funds tracked by Wall St. Rank hold IXJ as of Q4 2019.

Whitener Capital Management reported no remaining iShares Global Healthcare ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 200 iShares Global Healthcare ETF shares in Q4 2019, an estimated $12K.
Whitener Capital Management first reported a position in iShares Global Healthcare ETF in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's iShares Global Healthcare ETF position peaked at $12K in Q3 2019.
221 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.