Cetera Advisor Networks’s iShares Global Utilities ETF JXI Stock Holding History

Cetera Advisor Networks’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
2020 Q3	–	Sell	-300	Closed	-$16K	–	2164
2020 Q2	$16K	Buy	+300	New	+$15.8K	﹤0.01%	2514
2015 Q3	–	Sell	-5,733	Closed	-$267K	–	851
2015 Q2	$267K	Hold	5,733	–	–	0.02%	663
2015 Q1	$267K	Sell	5,733 -1,330	-19%	-$63.7K	0.02%	667
2014 Q4	$348K	Sell	7,063 -1,409	-17%	-$69K	0.02%	546
2014 Q3	$406K	Buy	8,472 +3,639	+75%	+$177K	0.03%	512
2014 Q2	$243K	Buy	+4,833	New	+$237K	0.02%	680

Other funds holding JXI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Advisor Networks's JXI Position: Q3 2020 in Review

Cetera Advisor Networks sold out of iShares Global Utilities ETF (JXI) in Q3 2020, closing a stake of 300 shares — an estimated $16K sold.

Cetera Advisor Networks first reported a position in JXI in Q2 2014 and held it in 6 quarters. The position peaked at $406K in Q3 2014. 58 funds tracked by Wall St. Rank hold JXI as of Q3 2020.

Cetera Advisor Networks reported no remaining iShares Global Utilities ETF position as of Q3 2020 after selling out during the quarter.
Cetera Advisor Networks sold 300 iShares Global Utilities ETF shares in Q3 2020, an estimated $16K.
Cetera Advisor Networks first reported a position in iShares Global Utilities ETF in Q2 2014 and held it in 6 quarters.
Cetera Advisor Networks's iShares Global Utilities ETF position peaked at $406K in Q3 2014.
58 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q3 2020.

Based on Cetera Advisor Networks's 13F filing for Q3 2020, filed 13 Nov 2020.