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Choate Investment Advisors’s iShares Global Utilities ETF JXI Stock Holding History

Choate Investment Advisors’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
-10,545
Closed -$468K – 256
2015
Q2 		$468K Sell
10,545
-22,582
-68% -$1.06M 0.03% 169
2015
Q1 		$1.54M Buy
+33,127
New +$1.59M 0.09% 92

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

Choate Investment Advisors's JXI Position: Q3 2015 in Review

Choate Investment Advisors sold out of iShares Global Utilities ETF (JXI) in Q3 2015, closing a stake of 10,545 shares — an estimated $468K sold.

Choate Investment Advisors first reported a position in JXI in Q1 2015 and held it in 2 quarters. The position peaked at $1.54M in Q1 2015. 45 funds tracked by Wall St. Rank hold JXI as of Q3 2015.

  • Choate Investment Advisors reported no remaining iShares Global Utilities ETF position as of Q3 2015 after selling out during the quarter.
  • Choate Investment Advisors sold 10,545 iShares Global Utilities ETF shares in Q3 2015, an estimated $468K.
  • Choate Investment Advisors first reported a position in iShares Global Utilities ETF in Q1 2015 and held it in 2 quarters.
  • Choate Investment Advisors's iShares Global Utilities ETF position peaked at $1.54M in Q1 2015.
  • 45 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q3 2015.

Based on Choate Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.