GWMIA
JXI icon

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

Global Wealth Management Investment Advisory’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
2019
Q1 		– Sell
-108
Closed -$5K – 726
2018
Q4 		$5K Buy
+108
New +$5.41K ﹤0.01% 484

Other funds holding JXI

WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Global Wealth Management Investment Advisory's JXI Position: Q1 2019 in Review

Global Wealth Management Investment Advisory sold out of iShares Global Utilities ETF (JXI) in Q1 2019, closing a stake of 108 shares — an estimated $5K sold.

Global Wealth Management Investment Advisory first reported a position in JXI in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 73 funds tracked by Wall St. Rank hold JXI as of Q1 2019.

  • Global Wealth Management Investment Advisory reported no remaining iShares Global Utilities ETF position as of Q1 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 108 iShares Global Utilities ETF shares in Q1 2019, an estimated $5K.
  • Global Wealth Management Investment Advisory first reported a position in iShares Global Utilities ETF in Q4 2018 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's iShares Global Utilities ETF position peaked at $5K in Q4 2018.
  • 73 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2019, filed 10 May 2019.