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KCS Wealth Advisory’s iShares Global Utilities ETF JXI Stock Holding History

KCS Wealth Advisory’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
2019
Q4 		– Sell
-1,428
Closed -$83.4K – 279
2019
Q3 		$83.4K Buy
+1,428
New +$79.6K 0.06% 213

Other funds holding JXI

PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

KCS Wealth Advisory's JXI Position: Q4 2019 in Review

KCS Wealth Advisory sold out of iShares Global Utilities ETF (JXI) in Q4 2019, closing a stake of 1,428 shares — an estimated $83.4K sold.

KCS Wealth Advisory first reported a position in JXI in Q3 2019 and held it in 1 quarter. The position peaked at $83.4K in Q3 2019. 71 funds tracked by Wall St. Rank hold JXI as of Q4 2019.

  • KCS Wealth Advisory reported no remaining iShares Global Utilities ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 1,428 iShares Global Utilities ETF shares in Q4 2019, an estimated $83.4K.
  • KCS Wealth Advisory first reported a position in iShares Global Utilities ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's iShares Global Utilities ETF position peaked at $83.4K in Q3 2019.
  • 71 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.