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Kistler-Tiffany Companies’s iShares Global Utilities ETF JXI Stock Holding History

Kistler-Tiffany Companies’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
2015
Q2 		– Sell
-200
Closed -$9K – 623
2015
Q1 		$9K Buy
+200
New +$9.57K 0.01% 451
2014
Q1 		– Sell
-680
Closed -$30K – 566
2013
Q4 		$30K Hold
680
– – 0.02% 296
2013
Q3 		$30K Hold
680
– – 0.02% 291
2013
Q2 		$29K Buy
+680
New +$30.2K 0.02% 288

Other funds holding JXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Kistler-Tiffany Companies's JXI Position: Q2 2015 in Review

Kistler-Tiffany Companies sold out of iShares Global Utilities ETF (JXI) in Q2 2015, closing a stake of 200 shares — an estimated $9K sold.

Kistler-Tiffany Companies first reported a position in JXI in Q2 2013 and held it in 4 quarters. The position peaked at $30K in Q4 2013. 44 funds tracked by Wall St. Rank hold JXI as of Q2 2015.

  • Kistler-Tiffany Companies reported no remaining iShares Global Utilities ETF position as of Q2 2015 after selling out during the quarter.
  • Kistler-Tiffany Companies sold 200 iShares Global Utilities ETF shares in Q2 2015, an estimated $9K.
  • Kistler-Tiffany Companies first reported a position in iShares Global Utilities ETF in Q2 2013 and held it in 4 quarters.
  • Kistler-Tiffany Companies's iShares Global Utilities ETF position peaked at $30K in Q4 2013.
  • 44 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2015.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2015, filed 13 Jul 2015.