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Atria Investments’s iShares Global Utilities ETF JXI Stock Holding History

Atria Investments’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
2014
Q4 		– Sell
-5,165
Closed -$247K – 442
2014
Q3 		$247K Buy
5,165
+102
+2% +$4.96K 0.03% 407
2014
Q2 		$255K Hold
5,063
– – 0.03% 366
2014
Q1 		$243K Sell
5,063
-638
-11% -$28.9K 0.02% 393
2013
Q4 		$252K Buy
5,701
+96
+2% +$4.28K 0.03% 406
2013
Q3 		$246K Buy
5,605
+139
+3% +$6.01K 0.03% 399
2013
Q2 		$230K Buy
+5,466
New +$243K 0.03% 364

Other funds holding JXI

X
Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Atria Investments's JXI Position: Q4 2014 in Review

Atria Investments sold out of iShares Global Utilities ETF (JXI) in Q4 2014, closing a stake of 5,165 shares — an estimated $247K sold.

Atria Investments first reported a position in JXI in Q2 2013 and held it in 6 quarters. The position peaked at $255K in Q2 2014. 49 funds tracked by Wall St. Rank hold JXI as of Q4 2014.

  • Atria Investments reported no remaining iShares Global Utilities ETF position as of Q4 2014 after selling out during the quarter.
  • Atria Investments sold 5,165 iShares Global Utilities ETF shares in Q4 2014, an estimated $247K.
  • Atria Investments first reported a position in iShares Global Utilities ETF in Q2 2013 and held it in 6 quarters.
  • Atria Investments's iShares Global Utilities ETF position peaked at $255K in Q2 2014.
  • 49 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q4 2014.

Based on Atria Investments's 13F filing for Q4 2014, filed 12 Jan 2015.