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Boston Private Bank & Trust’s iShares Global Utilities ETF JXI Stock Holding History

Boston Private Bank & Trust’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
2015
Q1 		$9K Hold
200
– – ﹤0.01% 835
2014
Q4 		$10K Buy
+200
New +$9.79K ﹤0.01% 854

Other funds holding JXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Boston Private Bank & Trust's JXI Position: Q1 2015 in Review

Boston Private Bank & Trust held its iShares Global Utilities ETF (JXI) position steady in Q1 2015 at 200 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Boston Private Bank & Trust first reported a position in JXI in Q4 2014 and has held it in 2 quarters since. The position peaked at $10K in Q4 2014. 53 funds tracked by Wall St. Rank hold JXI as of Q1 2015.

  • Boston Private Bank & Trust held 200 shares of iShares Global Utilities ETF worth $9K as of Q1 2015.
  • Boston Private Bank & Trust left its iShares Global Utilities ETF share count unchanged in Q1 2015.
  • iShares Global Utilities ETF made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #835 holding.
  • Boston Private Bank & Trust first reported a position in iShares Global Utilities ETF in Q4 2014 and has held it in 2 quarters since.
  • Boston Private Bank & Trust's iShares Global Utilities ETF position peaked at $10K in Q4 2014.
  • 53 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.