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Curi RMB Capital’s iShares Global Utilities ETF JXI Stock Holding History

Curi RMB Capital’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
-5,052
Closed -$297K – 718
2019
Q4 		$297K Sell
5,052
-2,587
-34% -$149K 0.01% 554
2019
Q3 		$446K Buy
7,639
+2,808
+58% +$157K 0.01% 499
2019
Q2 		$264K Sell
4,831
-1,836
-28% -$99.4K 0.01% 652
2019
Q1 		$360K Buy
6,667
+1,407
+27% +$73.1K 0.01% 637
2018
Q4 		$258K Sell
5,260
-835
-14% -$41.8K 0.01% 772
2018
Q3 		$300K Buy
+6,095
New +$303K 0.01% 729
2018
Q1 		– Sell
-4,719
Closed -$234K – 943
2017
Q4 		$234K Buy
+4,719
New +$244K 0.01% 777
2016
Q2 		– Sell
-10,897
Closed -$524K – 478
2016
Q1 		$524K Buy
+10,897
New +$493K 0.03% 266

Other funds holding JXI

Susquehanna International Group
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
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
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IC
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

Curi RMB Capital's JXI Position: Q1 2020 in Review

Curi RMB Capital sold out of iShares Global Utilities ETF (JXI) in Q1 2020, closing a stake of 5,052 shares — an estimated $297K sold.

Curi RMB Capital first reported a position in JXI in Q1 2016 and held it in 8 quarters. The position peaked at $524K in Q1 2016. 62 funds tracked by Wall St. Rank hold JXI as of Q1 2020.

  • Curi RMB Capital reported no remaining iShares Global Utilities ETF position as of Q1 2020 after selling out during the quarter.
  • Curi RMB Capital sold 5,052 iShares Global Utilities ETF shares in Q1 2020, an estimated $297K.
  • Curi RMB Capital first reported a position in iShares Global Utilities ETF in Q1 2016 and held it in 8 quarters.
  • Curi RMB Capital's iShares Global Utilities ETF position peaked at $524K in Q1 2016.
  • 62 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2020.

Based on Curi RMB Capital's 13F filing for Q1 2020, filed 11 May 2020.