ECAM
JXI icon

East Coast Asset Management’s iShares Global Utilities ETF JXI Stock Holding History

East Coast Asset 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
2017
Q3 		– Sell
-4,205
Closed -$206K – 102
2017
Q2 		$206K Buy
4,205
+14
+0.3% +$694 0.06% 98
2017
Q1 		$202K Buy
+4,191
New +$193K 0.06% 96
2016
Q4 		– Sell
-4,688
Closed -$223K – 99
2016
Q3 		$223K Buy
4,688
+333
+8% +$16.1K 0.12% 92
2016
Q2 		$215K Sell
4,355
-316
-7% -$15.1K 0.12% 95
2016
Q1 		$224K Sell
4,671
-100
-2% -$4.52K 0.12% 94
2015
Q4 		$210K Buy
4,771
+14
+0.3% +$629 0.12% 101
2015
Q3 		$211K Hold
4,757
– – 0.13% 100
2015
Q2 		$211K Sell
4,757
-289
-6% -$13.6K 0.11% 110
2015
Q1 		$234K Sell
5,046
-1,072
-18% -$51.3K 0.12% 107
2014
Q4 		$301K Buy
6,118
+13
+0.2% +$636 0.16% 100
2014
Q3 		$291K Buy
6,105
+63
+1% +$3.06K 0.17% 98
2014
Q2 		$304K Hold
6,042
– – 0.17% 100
2014
Q1 		$290K Sell
6,042
-300
-5% -$13.6K 0.17% 98
2013
Q4 		$280K Sell
6,342
-36,331
-85% -$1.62M 0.16% 109
2013
Q3 		$1.87M Sell
42,673
-242
-0.6% -$10.5K 1.23% 33
2013
Q2 		$1.8M Buy
+42,915
New +$1.91M 0.98% 35

Other funds holding JXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

East Coast Asset Management's JXI Position: Q3 2017 in Review

East Coast Asset Management sold out of iShares Global Utilities ETF (JXI) in Q3 2017, closing a stake of 4,205 shares — an estimated $206K sold.

East Coast Asset Management first reported a position in JXI in Q2 2013 and held it in 16 quarters. The position peaked at $1.87M in Q3 2013. 54 funds tracked by Wall St. Rank hold JXI as of Q3 2017.

  • East Coast Asset Management reported no remaining iShares Global Utilities ETF position as of Q3 2017 after selling out during the quarter.
  • East Coast Asset Management sold 4,205 iShares Global Utilities ETF shares in Q3 2017, an estimated $206K.
  • East Coast Asset Management first reported a position in iShares Global Utilities ETF in Q2 2013 and held it in 16 quarters.
  • East Coast Asset Management's iShares Global Utilities ETF position peaked at $1.87M in Q3 2013.
  • 54 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q3 2017.

Based on East Coast Asset Management's 13F filing for Q3 2017, filed 13 Nov 2017.