Destination Wealth Management
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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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Factory Mutual Insurance
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Susquehanna International Group
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Nomura Asset Management
Nomura Asset Management Tokyo, Japan $49B AUM 42.07% 1-Year Est. Return
Virtu KCG Holdings
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SG Americas Securities
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United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

Destination Wealth Management's JXI Position: Q3 2015 in Review

Destination Wealth Management sold out of iShares Global Utilities ETF (JXI) in Q3 2015, closing a stake of 15,811 shares — an estimated $701K sold.

Destination Wealth Management first reported a position in JXI in Q2 2015 and held it in 1 quarter. The position peaked at $701K in Q2 2015. 45 funds tracked by Wall St. Rank hold JXI as of Q3 2015.

  • Destination Wealth Management reported no remaining iShares Global Utilities ETF position as of Q3 2015 after selling out during the quarter.
  • Destination Wealth Management sold 15,811 iShares Global Utilities ETF shares in Q3 2015, an estimated $701K.
  • Destination Wealth Management first reported a position in iShares Global Utilities ETF in Q2 2015 and held it in 1 quarter.
  • Destination Wealth Management's iShares Global Utilities ETF position peaked at $701K in Q2 2015.
  • 45 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q3 2015.

Based on Destination Wealth Management's 13F filing for Q3 2015, filed 30 Oct 2015.