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Lake Point Wealth Management’s iShares Global Utilities ETF JXI Stock Holding History

Lake Point 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
2019
Q1 		– Sell
-43
Closed -$2K – 776
2018
Q4 		$2K Buy
+43
New +$2.15K ﹤0.01% 680

Other funds holding JXI

WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 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 $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Lake Point Wealth Management's JXI Position: Q1 2019 in Review

Lake Point Wealth Management sold out of iShares Global Utilities ETF (JXI) in Q1 2019, closing a stake of 43 shares — an estimated $2K sold.

Lake Point Wealth Management first reported a position in JXI in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 73 funds tracked by Wall St. Rank hold JXI as of Q1 2019.

  • Lake Point Wealth Management reported no remaining iShares Global Utilities ETF position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 43 iShares Global Utilities ETF shares in Q1 2019, an estimated $2K.
  • Lake Point Wealth Management first reported a position in iShares Global Utilities ETF in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's iShares Global Utilities ETF position peaked at $2K in Q4 2018.
  • 73 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.