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Windsor Capital Management’s iShares Global Comm Services ETF IXP Stock Holding History

Windsor Capital Management’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
2015
Q4 		– Sell
-200
Closed -$11K – 258
2015
Q3 		$11K Buy
+200
New +$12.2K 0.01% 323

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Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Windsor Capital Management's IXP Position: Q4 2015 in Review

Windsor Capital Management sold out of iShares Global Comm Services ETF (IXP) in Q4 2015, closing a stake of 200 shares — an estimated $11K sold.

Windsor Capital Management first reported a position in IXP in Q3 2015 and held it in 1 quarter. The position peaked at $11K in Q3 2015. 78 funds tracked by Wall St. Rank hold IXP as of Q4 2015.

  • Windsor Capital Management reported no remaining iShares Global Comm Services ETF position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 200 iShares Global Comm Services ETF shares in Q4 2015, an estimated $11K.
  • Windsor Capital Management first reported a position in iShares Global Comm Services ETF in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's iShares Global Comm Services ETF position peaked at $11K in Q3 2015.
  • 78 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.