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Gradient Investments’s iShares Global Utilities ETF JXI Stock Holding History

Gradient Investments’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
-36
Closed -$2K – 932
2018
Q4 		$2K Hold
36
– – ﹤0.01% 824
2018
Q3 		$2K Hold
36
– – ﹤0.01% 834
2018
Q2 		$2K Buy
+36
New +$1.76K ﹤0.01% 823
2016
Q3 		– Sell
-75
Closed -$4K – 750
2016
Q2 		$4K Buy
+75
New +$3.58K ﹤0.01% 554

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 $374B AUM 17.66% 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 $1.46B AUM 21.07% 1-Year Est. Return

Gradient Investments's JXI Position: Q1 2019 in Review

Gradient Investments sold out of iShares Global Utilities ETF (JXI) in Q1 2019, closing a stake of 36 shares — an estimated $2K sold.

Gradient Investments first reported a position in JXI in Q2 2016 and held it in 4 quarters. The position peaked at $4K in Q2 2016. 73 funds tracked by Wall St. Rank hold JXI as of Q1 2019.

  • Gradient Investments reported no remaining iShares Global Utilities ETF position as of Q1 2019 after selling out during the quarter.
  • Gradient Investments sold 36 iShares Global Utilities ETF shares in Q1 2019, an estimated $2K.
  • Gradient Investments first reported a position in iShares Global Utilities ETF in Q2 2016 and held it in 4 quarters.
  • Gradient Investments's iShares Global Utilities ETF position peaked at $4K in Q2 2016.
  • 73 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2019.

Based on Gradient Investments's 13F filing for Q1 2019, filed 11 Apr 2019.