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

Destination 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
2015
Q3 		– Sell
-15,811
Closed -$701K – 172
2015
Q2 		$701K Buy
+15,811
New +$745K 0.05% 150

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Bank of America
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FMI
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Susquehanna International Group
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Nomura Asset Management
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VKH
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BlackRock
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SG Americas Securities
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UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return