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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
BlackRock New York $5.72T AUM 30.48% 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
TAS
TIFF Advisory Services Radnor, Pennsylvania $444M AUM 24.8% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return