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Estate Counselors’s iShares Global Utilities ETF JXI Stock Holding History

Estate Counselors’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
2013
Q4 		– Sell
-6,620
Closed -$290K – 56
2013
Q3 		$290K Hold
6,620
– – 0.13% 49
2013
Q2 		$277K Buy
+6,620
New +$294K 0.14% 53

Other funds holding JXI

SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Estate Counselors's JXI Position: Q4 2013 in Review

Estate Counselors sold out of iShares Global Utilities ETF (JXI) in Q4 2013, closing a stake of 6,620 shares — an estimated $290K sold.

Estate Counselors first reported a position in JXI in Q2 2013 and held it in 2 quarters. The position peaked at $290K in Q3 2013. 40 funds tracked by Wall St. Rank hold JXI as of Q4 2013.

  • Estate Counselors reported no remaining iShares Global Utilities ETF position as of Q4 2013 after selling out during the quarter.
  • Estate Counselors sold 6,620 iShares Global Utilities ETF shares in Q4 2013, an estimated $290K.
  • Estate Counselors first reported a position in iShares Global Utilities ETF in Q2 2013 and held it in 2 quarters.
  • Estate Counselors's iShares Global Utilities ETF position peaked at $290K in Q3 2013.
  • 40 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q4 2013.

Based on Estate Counselors's 13F filing for Q4 2013, filed 17 Jan 2014.