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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 $14.1B AUM 30.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return