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Catamount Wealth Management’s iShares Global Utilities ETF JXI Stock Holding History

Catamount Wealth Management’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
Q3 		– Sell
-23
Closed -$1K – 176
2015
Q2 		$1K Hold
23
– – ﹤0.01% 185
2015
Q1 		$1K Buy
+23
New +$1.1K ﹤0.01% 155

Other funds holding JXI

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Catamount Wealth Management's JXI Position: Q3 2015 in Review

Catamount Wealth Management sold out of iShares Global Utilities ETF (JXI) in Q3 2015, closing a stake of 23 shares — an estimated $1K sold.

Catamount Wealth Management first reported a position in JXI in Q1 2015 and held it in 2 quarters. The position peaked at $1K in Q2 2015. 45 funds tracked by Wall St. Rank hold JXI as of Q3 2015.

  • Catamount Wealth Management reported no remaining iShares Global Utilities ETF position as of Q3 2015 after selling out during the quarter.
  • Catamount Wealth Management sold 23 iShares Global Utilities ETF shares in Q3 2015, an estimated $1K.
  • Catamount Wealth Management first reported a position in iShares Global Utilities ETF in Q1 2015 and held it in 2 quarters.
  • Catamount Wealth Management's iShares Global Utilities ETF position peaked at $1K in Q2 2015.
  • 45 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q3 2015.

Based on Catamount Wealth Management's 13F filing for Q3 2015, filed 22 Jun 2016.