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HT Partners’s iShares Global Utilities ETF JXI Stock Holding History

HT Partners’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
2015
Q2 		– Sell
-9,952
Closed -$464K – 44
2015
Q1 		$464K Sell
9,952
-76,340
-88% -$3.65M 0.25% 32
2014
Q4 		$4.24M Buy
+86,292
New +$4.22M 2.68% 13

Other funds holding JXI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HT Partners's JXI Position: Q2 2015 in Review

HT Partners sold out of iShares Global Utilities ETF (JXI) in Q2 2015, closing a stake of 9,952 shares — an estimated $464K sold.

HT Partners first reported a position in JXI in Q4 2014 and held it in 2 quarters. The position peaked at $4.24M in Q4 2014. 44 funds tracked by Wall St. Rank hold JXI as of Q2 2015.

  • HT Partners reported no remaining iShares Global Utilities ETF position as of Q2 2015 after selling out during the quarter.
  • HT Partners sold 9,952 iShares Global Utilities ETF shares in Q2 2015, an estimated $464K.
  • HT Partners first reported a position in iShares Global Utilities ETF in Q4 2014 and held it in 2 quarters.
  • HT Partners's iShares Global Utilities ETF position peaked at $4.24M in Q4 2014.
  • 44 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2015.

Based on HT Partners's 13F filing for Q2 2015, filed 8 Jul 2015.