YorkBridge Wealth Partners’s iShares Global Energy ETF IXC Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-200	Closed	-$6K	–	415
2019 Q2	$6K	Hold	200	–	–	﹤0.01%	642
2019 Q1	$7K	Hold	200	–	–	﹤0.01%	630
2018 Q4	$6K	Hold	200	–	–	﹤0.01%	618
2018 Q3	$8K	Sell	200 -100	-33%	-$3.7K	﹤0.01%	618
2018 Q2	$11K	Hold	300	–	–	﹤0.01%	608
2018 Q1	$11K	Sell	300 -300	-50%	-$10.5K	0.01%	603
2017 Q4	$21K	Hold	600	–	–	0.01%	503
2017 Q3	$20K	Sell	600 -600	-50%	-$19.1K	0.01%	521
2017 Q2	$38K	Hold	1,200	–	–	0.02%	402
2017 Q1	$39K	Hold	1,200	–	–	0.02%	400
2016 Q4	$40K	Buy	+1,200	New	+$40.4K	0.02%	384

Other funds holding IXC

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

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

JIM

Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

Quilter Investors London, United Kingdom $22.3M AUM 6.63% 1-Year Est. Return

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

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

YorkBridge Wealth Partners's IXC Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of iShares Global Energy ETF (IXC) in Q3 2019, closing a stake of 200 shares — an estimated $6K sold.

YorkBridge Wealth Partners first reported a position in IXC in Q4 2016 and held it in 11 quarters. The position peaked at $40K in Q4 2016. 126 funds tracked by Wall St. Rank hold IXC as of Q3 2019.

YorkBridge Wealth Partners reported no remaining iShares Global Energy ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 200 iShares Global Energy ETF shares in Q3 2019, an estimated $6K.
YorkBridge Wealth Partners first reported a position in iShares Global Energy ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's iShares Global Energy ETF position peaked at $40K in Q4 2016.
126 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.