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Juncture Wealth Strategies’s iShares Global Utilities ETF JXI Stock Holding History

Juncture Wealth Strategies’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
2016
Q1 		– Sell
-10,345
Closed -$455K – 76
2015
Q4 		$455K Sell
10,345
-17,721
-63% -$796K 0.34% 63
2015
Q3 		$1.24M Sell
28,066
-18,179
-39% -$817K 1.01% 21
2015
Q2 		$2.05M Buy
46,245
+1,555
+3% +$73.3K 1.67% 16
2015
Q1 		$2.08M Buy
44,690
+1,808
+4% +$86.6K 1.71% 16
2014
Q4 		$2.1M Buy
+42,882
New +$2.1M 1.01% 22

Other funds holding JXI

NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return