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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Global Utilities ETF JXI Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2016
Q3 		– Sell
-77,483
Closed -$3.82M – 129
2016
Q2 		$3.82M Buy
77,483
+22,323
+40% +$1.07M 0.55% 34
2016
Q1 		$2.65M Buy
55,160
+14,257
+35% +$644K 0.42% 39
2015
Q4 		$1.8M Buy
+40,903
New +$1.84M 0.3% 55

Other funds holding JXI

SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's JXI Position: Q3 2016 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares Global Utilities ETF (JXI) in Q3 2016, closing a stake of 77,483 shares — an estimated $3.82M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in JXI in Q4 2015 and held it in 3 quarters. The position peaked at $3.82M in Q2 2016. 52 funds tracked by Wall St. Rank hold JXI as of Q3 2016.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares Global Utilities ETF position as of Q3 2016 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 77,483 iShares Global Utilities ETF shares in Q3 2016, an estimated $3.82M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares Global Utilities ETF in Q4 2015 and held it in 3 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares Global Utilities ETF position peaked at $3.82M in Q2 2016.
  • 52 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q3 2016.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2016, filed 3 Nov 2016.