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BHF Kleinwort Benson Group’s iShares Global Utilities ETF JXI Stock Holding History

BHF Kleinwort Benson Group’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
-4,674
Closed -$223K – 495
2014
Q3 		$223K Hold
4,674
– – 0.01% 383
2014
Q2 		$235K Buy
4,674
+3,323
+246% +$163K 0.01% 379
2014
Q1 		$65K Buy
+1,351
New +$61.3K ﹤0.01% 483

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

BHF Kleinwort Benson Group's JXI Position: Q4 2014 in Review

BHF Kleinwort Benson Group sold out of iShares Global Utilities ETF (JXI) in Q4 2014, closing a stake of 4,674 shares — an estimated $223K sold.

BHF Kleinwort Benson Group first reported a position in JXI in Q1 2014 and held it in 3 quarters. The position peaked at $235K in Q2 2014. 49 funds tracked by Wall St. Rank hold JXI as of Q4 2014.

  • BHF Kleinwort Benson Group reported no remaining iShares Global Utilities ETF position as of Q4 2014 after selling out during the quarter.
  • BHF Kleinwort Benson Group sold 4,674 iShares Global Utilities ETF shares in Q4 2014, an estimated $223K.
  • BHF Kleinwort Benson Group first reported a position in iShares Global Utilities ETF in Q1 2014 and held it in 3 quarters.
  • BHF Kleinwort Benson Group's iShares Global Utilities ETF position peaked at $235K in Q2 2014.
  • 49 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q4 2014.

Based on BHF Kleinwort Benson Group's 13F filing for Q4 2014, filed 17 Feb 2015.