CIBC Private Wealth Group
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CIBC Private Wealth Group’s iShares Global Utilities ETF JXI Stock Holding History

CIBC Private Wealth Group’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
2018
Q3 		– Sell
-283
Closed -$14K – 1347
2018
Q2 		$14K Buy
+283
New +$13.8K ﹤0.01% 1488

Other funds holding JXI

NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
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
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

CIBC Private Wealth Group's JXI Position: Q3 2018 in Review

CIBC Private Wealth Group sold out of iShares Global Utilities ETF (JXI) in Q3 2018, closing a stake of 283 shares — an estimated $14K sold.

CIBC Private Wealth Group first reported a position in JXI in Q2 2018 and held it in 1 quarter. The position peaked at $14K in Q2 2018. 61 funds tracked by Wall St. Rank hold JXI as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining iShares Global Utilities ETF position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 283 iShares Global Utilities ETF shares in Q3 2018, an estimated $14K.
  • CIBC Private Wealth Group first reported a position in iShares Global Utilities ETF in Q2 2018 and held it in 1 quarter.
  • CIBC Private Wealth Group's iShares Global Utilities ETF position peaked at $14K in Q2 2018.
  • 61 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q3 2018.

Based on CIBC Private Wealth Group's 13F filing for Q3 2018, filed 14 Nov 2018.