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Crosspoint Capital Strategies’s iShares Global Utilities ETF JXI Stock Holding History

Crosspoint Capital Strategies’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
Q1 		– Sell
-13,272
Closed -$653K – 496
2015
Q4 		$653K Buy
13,272
+13,051
+5,905% +$586K 0.17% 132
2015
Q3 		$10K Sell
221
-118
-35% -$5.3K 0.01% 409
2015
Q2 		$15K Buy
339
+19
+6% +$895 ﹤0.01% 451
2015
Q1 		$15K Buy
+320
New +$15.3K 0.01% 365

Other funds holding JXI

NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Crosspoint Capital Strategies's JXI Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of iShares Global Utilities ETF (JXI) in Q1 2016, closing a stake of 13,272 shares — an estimated $653K sold.

Crosspoint Capital Strategies first reported a position in JXI in Q1 2015 and held it in 4 quarters. The position peaked at $653K in Q4 2015. 45 funds tracked by Wall St. Rank hold JXI as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining iShares Global Utilities ETF position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 13,272 iShares Global Utilities ETF shares in Q1 2016, an estimated $653K.
  • Crosspoint Capital Strategies first reported a position in iShares Global Utilities ETF in Q1 2015 and held it in 4 quarters.
  • Crosspoint Capital Strategies's iShares Global Utilities ETF position peaked at $653K in Q4 2015.
  • 45 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.