Barry Investment Advisors’s iShares Global Utilities ETF JXI Stock Holding History

Barry Investment Advisors’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 Q1	–	Sell	-7,538	Closed	-$370K	–	76
2018 Q4	$370K	Sell	7,538 -119	-2%	-$5.96K	0.14%	54
2018 Q3	$377K	Sell	7,657 -19	-0.2%	-$945	0.13%	51
2018 Q2	$376K	Sell	7,676 -4,999	-39%	-$244K	0.14%	50
2018 Q1	$622K	Buy	12,675 +4,249	+50%	+$203K	0.24%	41
2017 Q4	$417K	Buy	+8,426	New	+$435K	0.15%	50

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 $2.02B AUM 35.98% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Barry Investment Advisors's JXI Position: Q1 2019 in Review

Barry Investment Advisors sold out of iShares Global Utilities ETF (JXI) in Q1 2019, closing a stake of 7,538 shares — an estimated $370K sold.

Barry Investment Advisors first reported a position in JXI in Q4 2017 and held it in 5 quarters. The position peaked at $622K in Q1 2018. 73 funds tracked by Wall St. Rank hold JXI as of Q1 2019.

Barry Investment Advisors reported no remaining iShares Global Utilities ETF position as of Q1 2019 after selling out during the quarter.
Barry Investment Advisors sold 7,538 iShares Global Utilities ETF shares in Q1 2019, an estimated $370K.
Barry Investment Advisors first reported a position in iShares Global Utilities ETF in Q4 2017 and held it in 5 quarters.
Barry Investment Advisors's iShares Global Utilities ETF position peaked at $622K in Q1 2018.
73 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2019.

Based on Barry Investment Advisors's 13F filing for Q1 2019, filed 26 Apr 2019.