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Legacy Financial Advisors’s iShares Global Utilities ETF JXI Stock Holding History

Legacy Financial Advisors’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
Q2 		– Sell
-310
Closed -$17K – 524
2019
Q1 		$17K Hold
310
– – 0.01% 495
2018
Q4 		$15K Hold
310
– – 0.01% 470
2018
Q3 		$15K Hold
310
– – 0.01% 424
2018
Q2 		$15K Sell
310
-71
-19% -$3.46K 0.01% 430
2018
Q1 		$18K Hold
381
– – 0.01% 381
2017
Q4 		$18K Buy
+381
New +$19.7K 0.01% 376

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 $2.02B AUM 35.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Legacy Financial Advisors's JXI Position: Q2 2019 in Review

Legacy Financial Advisors sold out of iShares Global Utilities ETF (JXI) in Q2 2019, closing a stake of 310 shares — an estimated $17K sold.

Legacy Financial Advisors first reported a position in JXI in Q4 2017 and held it in 6 quarters. The position peaked at $18K in Q1 2018. 68 funds tracked by Wall St. Rank hold JXI as of Q2 2019.

  • Legacy Financial Advisors reported no remaining iShares Global Utilities ETF position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 310 iShares Global Utilities ETF shares in Q2 2019, an estimated $17K.
  • Legacy Financial Advisors first reported a position in iShares Global Utilities ETF in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's iShares Global Utilities ETF position peaked at $18K in Q1 2018.
  • 68 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.