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Bay Colony Advisors’s iShares Global Utilities ETF JXI Stock Holding History

Bay Colony 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
2018
Q3 		– Sell
-55
Closed -$3K – 580
2018
Q2 		$3K Buy
+55
New +$2.68K ﹤0.01% 837

Other funds holding JXI

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $378M AUM 17.57% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Bay Colony Advisors's JXI Position: Q3 2018 in Review

Bay Colony Advisors sold out of iShares Global Utilities ETF (JXI) in Q3 2018, closing a stake of 55 shares — an estimated $3K sold.

Bay Colony Advisors first reported a position in JXI in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 61 funds tracked by Wall St. Rank hold JXI as of Q3 2018.

  • Bay Colony Advisors reported no remaining iShares Global Utilities ETF position as of Q3 2018 after selling out during the quarter.
  • Bay Colony Advisors sold 55 iShares Global Utilities ETF shares in Q3 2018, an estimated $3K.
  • Bay Colony Advisors first reported a position in iShares Global Utilities ETF in Q2 2018 and held it in 1 quarter.
  • Bay Colony Advisors's iShares Global Utilities ETF position peaked at $3K in Q2 2018.
  • 61 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q3 2018.

Based on Bay Colony Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.