Creative Financial Designs’s iShares Global Utilities ETF JXI Stock Holding History

Creative Financial Designs’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
2020 Q1	–	Sell	-50	Closed	-$3K	–	546
2019 Q4	$3K	Hold	50	–	–	﹤0.01%	493
2019 Q3	$3K	Hold	50	–	–	﹤0.01%	524
2019 Q2	$3K	Hold	50	–	–	﹤0.01%	490
2019 Q1	$3K	Hold	50	–	–	﹤0.01%	478
2018 Q4	$2K	Hold	50	–	–	﹤0.01%	517
2018 Q3	$2K	Hold	50	–	–	﹤0.01%	645
2018 Q2	$2K	Hold	50	–	–	﹤0.01%	656
2018 Q1	$2K	Hold	50	–	–	﹤0.01%	607
2017 Q4	$2K	Hold	50	–	–	﹤0.01%	607
2017 Q3	$3K	Hold	50	–	–	﹤0.01%	585
2017 Q2	$2K	Hold	50	–	–	﹤0.01%	641
2017 Q1	$2K	Hold	50	–	–	﹤0.01%	603
2016 Q4	$2K	Buy	+50	New	+$2.26K	﹤0.01%	593

Other funds holding JXI

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return

MCM

Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return

Creative Financial Designs's JXI Position: Q1 2020 in Review

Creative Financial Designs sold out of iShares Global Utilities ETF (JXI) in Q1 2020, closing a stake of 50 shares — an estimated $3K sold.

Creative Financial Designs first reported a position in JXI in Q4 2016 and held it in 13 quarters. The position peaked at $3K in Q4 2019. 62 funds tracked by Wall St. Rank hold JXI as of Q1 2020.

Creative Financial Designs reported no remaining iShares Global Utilities ETF position as of Q1 2020 after selling out during the quarter.
Creative Financial Designs sold 50 iShares Global Utilities ETF shares in Q1 2020, an estimated $3K.
Creative Financial Designs first reported a position in iShares Global Utilities ETF in Q4 2016 and held it in 13 quarters.
Creative Financial Designs's iShares Global Utilities ETF position peaked at $3K in Q4 2019.
62 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2020.

Based on Creative Financial Designs's 13F filing for Q1 2020, filed 22 Apr 2020.