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Kiley Juergens Wealth Management’s iShares Global Utilities ETF JXI Stock Holding History

Kiley Juergens Wealth Management’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
Q4 		– Sell
-323
Closed -$15K – 362
2018
Q3 		$15K Hold
323
– – 0.01% 414
2018
Q2 		$15K Buy
+323
New +$15.8K 0.01% 374
2018
Q1 		– Sell
-323
Closed -$15K – 360
2017
Q4 		$15K Buy
+323
New +$16.7K 0.01% 399

Other funds holding JXI

NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

Kiley Juergens Wealth Management's JXI Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of iShares Global Utilities ETF (JXI) in Q4 2018, closing a stake of 323 shares — an estimated $15K sold.

Kiley Juergens Wealth Management first reported a position in JXI in Q4 2017 and held it in 3 quarters. The position peaked at $15K in Q3 2018. 71 funds tracked by Wall St. Rank hold JXI as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining iShares Global Utilities ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 323 iShares Global Utilities ETF shares in Q4 2018, an estimated $15K.
  • Kiley Juergens Wealth Management first reported a position in iShares Global Utilities ETF in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's iShares Global Utilities ETF position peaked at $15K in Q3 2018.
  • 71 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.