ME
JXI icon

McIlrath & Eck’s iShares Global Utilities ETF JXI Stock Holding History

McIlrath & Eck’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
Q2 		– Sell
-100
Closed -$5K – 541
2018
Q1 		$5K Hold
100
– – ﹤0.01% 349
2017
Q4 		$5K Buy
+100
New +$5.16K ﹤0.01% 372

Other funds holding JXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $777B AUM 61.18% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 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
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $378M AUM 17.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

McIlrath & Eck's JXI Position: Q2 2018 in Review

McIlrath & Eck sold out of iShares Global Utilities ETF (JXI) in Q2 2018, closing a stake of 100 shares — an estimated $5K sold.

McIlrath & Eck first reported a position in JXI in Q4 2017 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 62 funds tracked by Wall St. Rank hold JXI as of Q2 2018.

  • McIlrath & Eck reported no remaining iShares Global Utilities ETF position as of Q2 2018 after selling out during the quarter.
  • McIlrath & Eck sold 100 iShares Global Utilities ETF shares in Q2 2018, an estimated $5K.
  • McIlrath & Eck first reported a position in iShares Global Utilities ETF in Q4 2017 and held it in 2 quarters.
  • McIlrath & Eck's iShares Global Utilities ETF position peaked at $5K in Q1 2018.
  • 62 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2018.

Based on McIlrath & Eck's 13F filing for Q2 2018, filed 7 Aug 2018.