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Concert Wealth Management’s iShares Global Utilities ETF JXI Stock Holding History

Concert Wealth Management’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
Q4 		– Sell
-7
Closed – – 741
2016
Q3 		$0 Buy
+7
New +$338 ﹤0.01% 1027

Other funds holding JXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Concert Wealth Management's JXI Position: Q4 2016 in Review

Concert Wealth Management sold out of iShares Global Utilities ETF (JXI) in Q4 2016, closing a stake of 7 shares.

Concert Wealth Management first reported a position in JXI in Q3 2016 and held it in 1 quarter. The position peaked at $0 in Q3 2016. 48 funds tracked by Wall St. Rank hold JXI as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares Global Utilities ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 7 iShares Global Utilities ETF shares in Q4 2016.
  • Concert Wealth Management first reported a position in iShares Global Utilities ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares Global Utilities ETF position peaked at $0 in Q3 2016.
  • 48 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.