IIC
JXI icon

Integrated Investment Consultants’s iShares Global Utilities ETF JXI Stock Holding History

Integrated Investment 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
2018
Q2 		– Sell
-200
Closed -$10K – 456
2018
Q1 		$10K Buy
+200
New +$9.58K ﹤0.01% 633
2017
Q3 		$10K Hold
200
– – ﹤0.01% 510
2017
Q2 		$10K Hold
200
– – ﹤0.01% 504
2017
Q1 		$10K Hold
200
– – ﹤0.01% 507
2016
Q4 		$9K Hold
200
– – ﹤0.01% 509
2016
Q3 		$9K Hold
200
– – ﹤0.01% 516
2016
Q2 		$10K Hold
200
– – 0.01% 519
2016
Q1 		$9K Buy
+200
New +$9.04K 0.01% 512

Other funds holding JXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $378M AUM 17.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Integrated Investment Consultants's JXI Position: Q2 2018 in Review

Integrated Investment Consultants sold out of iShares Global Utilities ETF (JXI) in Q2 2018, closing a stake of 200 shares — an estimated $10K sold.

Integrated Investment Consultants first reported a position in JXI in Q1 2016 and held it in 8 quarters. The position peaked at $10K in Q1 2018. 62 funds tracked by Wall St. Rank hold JXI as of Q2 2018.

  • Integrated Investment Consultants reported no remaining iShares Global Utilities ETF position as of Q2 2018 after selling out during the quarter.
  • Integrated Investment Consultants sold 200 iShares Global Utilities ETF shares in Q2 2018, an estimated $10K.
  • Integrated Investment Consultants first reported a position in iShares Global Utilities ETF in Q1 2016 and held it in 8 quarters.
  • Integrated Investment Consultants's iShares Global Utilities ETF position peaked at $10K in Q1 2018.
  • 62 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.