IFP Advisors’s iShares Global Utilities ETF JXI Stock Holding History

IFP Advisors’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
2020 Q2	–	Sell	-450	Closed	-$23.7K	–	2843
2020 Q1	$23K	Hold	450	–	–	﹤0.01%	1429
2019 Q4	$26K	Hold	450	–	–	﹤0.01%	1514
2019 Q3	$26K	Buy	+450	New	+$25.1K	﹤0.01%	1647
2019 Q1	–	Sell	-100	Closed	-$5K	–	2902
2018 Q4	$5K	Hold	100	–	–	﹤0.01%	2846
2018 Q3	$5K	Hold	100	–	–	﹤0.01%	3208
2018 Q2	$5K	Hold	100	–	–	﹤0.01%	3258
2018 Q1	$5K	Hold	100	–	–	﹤0.01%	3176
2017 Q4	$5K	Hold	100	–	–	﹤0.01%	3223
2017 Q3	$5K	Hold	100	–	–	﹤0.01%	3396
2017 Q2	$5K	Hold	100	–	–	﹤0.01%	3402
2017 Q1	$5K	Hold	100	–	–	﹤0.01%	3296
2016 Q4	$4K	Hold	100	–	–	﹤0.01%	3396
2016 Q3	$5K	Hold	100	–	–	﹤0.01%	3238
2016 Q2	$5K	Buy	+100	New	+$4.78K	﹤0.01%	3148
2016 Q1	–	Sell	-900	Closed	-$40K	–	2901
2015 Q4	$40K	Buy	+900	New	+$40.4K	﹤0.01%	1745

Other funds holding JXI

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MCM

Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

IFP Advisors's JXI Position: Q2 2020 in Review

IFP Advisors sold out of iShares Global Utilities ETF (JXI) in Q2 2020, closing a stake of 450 shares — an estimated $23.7K sold.

IFP Advisors first reported a position in JXI in Q4 2015 and held it in 15 quarters. The position peaked at $40K in Q4 2015. 61 funds tracked by Wall St. Rank hold JXI as of Q2 2020.

IFP Advisors reported no remaining iShares Global Utilities ETF position as of Q2 2020 after selling out during the quarter.
IFP Advisors sold 450 iShares Global Utilities ETF shares in Q2 2020, an estimated $23.7K.
IFP Advisors first reported a position in iShares Global Utilities ETF in Q4 2015 and held it in 15 quarters.
IFP Advisors's iShares Global Utilities ETF position peaked at $40K in Q4 2015.
61 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2020.

Based on IFP Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.