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Liberty Capital Management’s iShares Global Utilities ETF JXI Stock Holding History

Liberty Capital 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
Q1 		– Sell
-1,800
Closed -$87K – 169
2017
Q4 		$87K Hold
1,800
– – 0.05% 149
2017
Q3 		$93K Hold
1,800
– – 0.05% 149
2017
Q2 		$87K Buy
1,800
+400
+29% +$19.8K 0.05% 145
2017
Q1 		$68K Buy
1,400
+400
+40% +$18.4K 0.04% 145
2016
Q4 		$45K Buy
1,000
+600
+150% +$27.1K 0.03% 158
2016
Q3 		$18K Buy
+400
New +$19.3K 0.01% 192

Other funds holding JXI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Liberty Capital Management's JXI Position: Q1 2018 in Review

Liberty Capital Management sold out of iShares Global Utilities ETF (JXI) in Q1 2018, closing a stake of 1,800 shares — an estimated $87K sold.

Liberty Capital Management first reported a position in JXI in Q3 2016 and held it in 6 quarters. The position peaked at $93K in Q3 2017. 56 funds tracked by Wall St. Rank hold JXI as of Q1 2018.

  • Liberty Capital Management reported no remaining iShares Global Utilities ETF position as of Q1 2018 after selling out during the quarter.
  • Liberty Capital Management sold 1,800 iShares Global Utilities ETF shares in Q1 2018, an estimated $87K.
  • Liberty Capital Management first reported a position in iShares Global Utilities ETF in Q3 2016 and held it in 6 quarters.
  • Liberty Capital Management's iShares Global Utilities ETF position peaked at $93K in Q3 2017.
  • 56 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2018.

Based on Liberty Capital Management's 13F filing for Q1 2018, filed 25 Apr 2018.