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Winslow Evans & Crocker’s iShares Global Energy ETF IXC Stock Holding History

Winslow Evans & Crocker’s Portfolio IXC Stock Details IXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-300
Closed -$13K – 1341
2013
Q4 		$13K Buy
+300
New +$12.7K ﹤0.01% 819

Other funds holding IXC

CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Winslow Evans & Crocker's IXC Position: Q1 2014 in Review

Winslow Evans & Crocker sold out of iShares Global Energy ETF (IXC) in Q1 2014, closing a stake of 300 shares — an estimated $13K sold.

Winslow Evans & Crocker first reported a position in IXC in Q4 2013 and held it in 1 quarter. The position peaked at $13K in Q4 2013. 102 funds tracked by Wall St. Rank hold IXC as of Q1 2014.

  • Winslow Evans & Crocker reported no remaining iShares Global Energy ETF position as of Q1 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 300 iShares Global Energy ETF shares in Q1 2014, an estimated $13K.
  • Winslow Evans & Crocker first reported a position in iShares Global Energy ETF in Q4 2013 and held it in 1 quarter.
  • Winslow Evans & Crocker's iShares Global Energy ETF position peaked at $13K in Q4 2013.
  • 102 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2014.

Based on Winslow Evans & Crocker's 13F filing for Q1 2014, filed 11 Apr 2014.