Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
KM
Kalos Management’s
iShares Global Utilities ETF
JXI
Stock Holding History
Kalos Management’s Portfolio
JXI Stock Details
JXI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2016
Q3
–
Sell
-10,010
Closed
-$494K
–
146
2016
Q2
$494K
Sell
10,010
-1,045
-9%
-$49.9K
0.38%
81
2016
Q1
$530K
Buy
+11,055
New
+$500K
0.44%
75
2015
Q4
–
Hold
0
–
–
–
84
Other funds holding JXI
SG Americas Securities
New York
$92.9B AUM
36.98%
1-Year Est. Return
NR
Newfound Research
Wellesley Hills, Massachusetts
$40.8M AUM
12.42%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Fifth Third Bancorp
Cincinnati, Ohio
$54.7B AUM
26.51%
1-Year Est. Return
Nomura Asset Management
Tokyo, Japan
$38.8B AUM
30.94%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$618B AUM
30.34%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$893B AUM
36.07%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UCFA
United Capital Financial Advisors
Irving, Texas
$16.3B AUM
16.34%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close