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Clearwater Capital Advisors’s iShares Global Utilities ETF JXI Stock Holding History

Clearwater Capital 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
2018
Q2 		– Sell
-2,000
Closed -$98K – 377
2018
Q1 		$98K Buy
+2,000
New +$95.8K 0.02% 235

Other funds holding JXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $378M AUM 17.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clearwater Capital Advisors's JXI Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of iShares Global Utilities ETF (JXI) in Q2 2018, closing a stake of 2,000 shares — an estimated $98K sold.

Clearwater Capital Advisors first reported a position in JXI in Q1 2018 and held it in 1 quarter. The position peaked at $98K in Q1 2018. 62 funds tracked by Wall St. Rank hold JXI as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining iShares Global Utilities ETF position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 2,000 iShares Global Utilities ETF shares in Q2 2018, an estimated $98K.
  • Clearwater Capital Advisors first reported a position in iShares Global Utilities ETF in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's iShares Global Utilities ETF position peaked at $98K in Q1 2018.
  • 62 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.