Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
ACM
Aviance Capital Management’s
iShares Global Utilities ETF
JXI
Stock Holding History
Aviance Capital Management’s Portfolio
JXI Stock Details
JXI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q1
$928K
Sell
17,173
-1,565
-8%
-$81.3K
0.14%
104
2018
Q4
$920K
Sell
18,738
-5,988
-24%
-$300K
0.13%
97
2018
Q3
$1.22M
Sell
24,726
-2,682
-10%
-$133K
0.12%
94
2018
Q2
$1.34M
Sell
27,408
-1,699
-6%
-$82.9K
0.11%
101
2018
Q1
$1.43M
Buy
29,107
+615
+2%
+$29.4K
0.11%
107
2017
Q4
$1.41M
Sell
28,492
-5,335
-16%
-$275K
0.1%
104
2017
Q3
$1.72M
Buy
+33,827
New
+$1.72M
0.12%
99
Other funds holding JXI
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk, Virginia
$3.57B AUM
21.11%
1-Year Est. Return
PAMU
Pictet Asset Management (UK)
London, United Kingdom
$91.8B AUM
47.77%
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
New York
$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$618B AUM
30.34%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$893B AUM
36.07%
1-Year Est. Return
Jane Street
New York
$777B AUM
61.18%
1-Year Est. Return
BFA
Beaumont Financial Advisors
Needham, Massachusetts
$1.46B AUM
21.07%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close