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Advisor Group’s iShares Global Utilities ETF JXI Stock Holding History

Advisor Group’s Portfolio JXI Stock Details JXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$67K Buy
1,132
+149
+15% +$8.59K ﹤0.01% 3219
2019
Q3 		$58K Sell
983
-1,756
-64% -$97.9K ﹤0.01% 3274
2019
Q2 		$149K Sell
2,739
-5,433
-66% -$294K ﹤0.01% 2540
2019
Q1 		$442K Buy
8,172
+6,480
+383% +$337K ﹤0.01% 1681
2018
Q4 		$83K Sell
1,692
-718
-30% -$35.9K ﹤0.01% 2791
2018
Q3 		$118K Buy
2,410
+647
+37% +$32.2K ﹤0.01% 2629
2018
Q2 		$86K Sell
1,763
-283
-14% -$13.8K ﹤0.01% 2643
2018
Q1 		$101K Sell
2,046
-2,463
-55% -$118K ﹤0.01% 2549
2017
Q4 		$223K Sell
4,509
-2,582
-36% -$133K ﹤0.01% 1901
2017
Q3 		$360K Sell
7,091
-431
-6% -$21.9K 0.01% 1404
2017
Q2 		$369K Sell
7,522
-929
-11% -$46.1K 0.01% 1341
2017
Q1 		$409K Buy
8,451
+678
+9% +$31.3K 0.01% 1193
2016
Q4 		$347K Sell
7,773
-1,043
-12% -$47.1K 0.01% 1218
2016
Q3 		$420K Sell
8,816
-1,247
-12% -$60.3K 0.01% 1067
2016
Q2 		$495K Buy
+10,063
New +$481K 0.01% 921

Other funds holding JXI

PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

Advisor Group's JXI Position: Q4 2019 in Review

Advisor Group increased its iShares Global Utilities ETF (JXI) stake by 15% in Q4 2019, buying an estimated $8.59K and bringing the position to 1,132 shares worth $67K. The position accounts for ﹤0.01% of the portfolio, ranked #3219.

Advisor Group first reported a position in JXI in Q2 2016 and has held it in 15 quarters since. The position peaked at $495K in Q2 2016. 71 funds tracked by Wall St. Rank hold JXI as of Q4 2019.

  • Advisor Group held 1,132 shares of iShares Global Utilities ETF worth $67K as of Q4 2019.
  • Advisor Group bought 149 iShares Global Utilities ETF shares in Q4 2019, an estimated $8.59K.
  • iShares Global Utilities ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3219 holding.
  • Advisor Group first reported a position in iShares Global Utilities ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares Global Utilities ETF position peaked at $495K in Q2 2016.
  • 71 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.