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Whitnell & Co’s iShares Global Comm Services ETF IXP Stock Holding History

Whitnell & Co’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
2013
Q4 		– Sell
-225
Closed -$14K – 266
2013
Q3 		$14K Hold
225
– – 0.01% 221
2013
Q2 		$13K Buy
+225
New +$13.9K 0.01% 260

Other funds holding IXP

V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
FAAM
First Allied Asset Management San Diego, California $712M AUM 9.35% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Whitnell & Co's IXP Position: Q4 2013 in Review

Whitnell & Co sold out of iShares Global Comm Services ETF (IXP) in Q4 2013, closing a stake of 225 shares — an estimated $14K sold.

Whitnell & Co first reported a position in IXP in Q2 2013 and held it in 2 quarters. The position peaked at $14K in Q3 2013. 79 funds tracked by Wall St. Rank hold IXP as of Q4 2013.

  • Whitnell & Co reported no remaining iShares Global Comm Services ETF position as of Q4 2013 after selling out during the quarter.
  • Whitnell & Co sold 225 iShares Global Comm Services ETF shares in Q4 2013, an estimated $14K.
  • Whitnell & Co first reported a position in iShares Global Comm Services ETF in Q2 2013 and held it in 2 quarters.
  • Whitnell & Co's iShares Global Comm Services ETF position peaked at $14K in Q3 2013.
  • 79 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q4 2013.

Based on Whitnell & Co's 13F filing for Q4 2013, filed 13 Feb 2014.