Winch Advisory Services’s iShares Global Tech ETF IXN Stock Holding History

Winch Advisory Services’s Portfolio IXN Stock Details IXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-198	Closed	-$3K	–	319
2015 Q1	$3K	Buy	+198	New	+$3.17K	﹤0.01%	233
2014 Q4	–	Sell	-402	Closed	-$6K	–	110
2014 Q3	$6K	Hold	402	–	–	﹤0.01%	167
2014 Q2	$6K	Hold	402	–	–	﹤0.01%	190
2014 Q1	$6K	Buy	+402	New	+$5.55K	﹤0.01%	206

Other funds holding IXN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return

FGA

Flood Gamble Associates New York $200M AUM 6.21% 1-Year Est. Return

Winch Advisory Services's IXN Position: Q2 2015 in Review

Winch Advisory Services sold out of iShares Global Tech ETF (IXN) in Q2 2015, closing a stake of 198 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in IXN in Q1 2014 and held it in 4 quarters. The position peaked at $6K in Q3 2014. 96 funds tracked by Wall St. Rank hold IXN as of Q2 2015.

Winch Advisory Services reported no remaining iShares Global Tech ETF position as of Q2 2015 after selling out during the quarter.
Winch Advisory Services sold 198 iShares Global Tech ETF shares in Q2 2015, an estimated $3K.
Winch Advisory Services first reported a position in iShares Global Tech ETF in Q1 2014 and held it in 4 quarters.
Winch Advisory Services's iShares Global Tech ETF position peaked at $6K in Q3 2014.
96 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2015.

Based on Winch Advisory Services's 13F filing for Q2 2015, filed 11 Aug 2015.