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First Heartland Consultants’s iShares Global Utilities ETF JXI Stock Holding History

First Heartland Consultants’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
Q3 		– Sell
-2,924
Closed -$123K – 308
2013
Q2 		$123K Buy
+2,924
New +$130K 0.07% 223

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

First Heartland Consultants's JXI Position: Q3 2013 in Review

First Heartland Consultants sold out of iShares Global Utilities ETF (JXI) in Q3 2013, closing a stake of 2,924 shares — an estimated $123K sold.

First Heartland Consultants first reported a position in JXI in Q2 2013 and held it in 1 quarter. The position peaked at $123K in Q2 2013. 42 funds tracked by Wall St. Rank hold JXI as of Q3 2013.

  • First Heartland Consultants reported no remaining iShares Global Utilities ETF position as of Q3 2013 after selling out during the quarter.
  • First Heartland Consultants sold 2,924 iShares Global Utilities ETF shares in Q3 2013, an estimated $123K.
  • First Heartland Consultants first reported a position in iShares Global Utilities ETF in Q2 2013 and held it in 1 quarter.
  • First Heartland Consultants's iShares Global Utilities ETF position peaked at $123K in Q2 2013.
  • 42 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q3 2013.

Based on First Heartland Consultants's 13F filing for Q3 2013, filed 14 Nov 2013.