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Community Financial System’s iShares Global Utilities ETF JXI Stock Holding History

Community Financial System’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
2013
Q4 		– Sell
-50
Closed -$2K – 404
2013
Q3 		$2K Sell
50
-69
-58% -$2.98K ﹤0.01% 362
2013
Q2 		$5K Buy
+119
New +$5.29K ﹤0.01% 327

Other funds holding JXI

SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Community Financial System's JXI Position: Q4 2013 in Review

Community Financial System sold out of iShares Global Utilities ETF (JXI) in Q4 2013, closing a stake of 50 shares — an estimated $2K sold.

Community Financial System first reported a position in JXI in Q2 2013 and held it in 2 quarters. The position peaked at $5K in Q2 2013. 40 funds tracked by Wall St. Rank hold JXI as of Q4 2013.

  • Community Financial System reported no remaining iShares Global Utilities ETF position as of Q4 2013 after selling out during the quarter.
  • Community Financial System sold 50 iShares Global Utilities ETF shares in Q4 2013, an estimated $2K.
  • Community Financial System first reported a position in iShares Global Utilities ETF in Q2 2013 and held it in 2 quarters.
  • Community Financial System's iShares Global Utilities ETF position peaked at $5K in Q2 2013.
  • 40 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q4 2013.

Based on Community Financial System's 13F filing for Q4 2013, filed 28 Jan 2014.