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Monetary Management Group’s iShares Global Utilities ETF JXI Stock Holding History

Monetary Management Group’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
2014
Q4 		– Sell
-500
Closed -$24K – 368
2014
Q3 		$24K Hold
500
– – 0.01% 305
2014
Q2 		$25K Buy
+500
New +$24.5K 0.01% 305

Other funds holding JXI

X
Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Monetary Management Group's JXI Position: Q4 2014 in Review

Monetary Management Group sold out of iShares Global Utilities ETF (JXI) in Q4 2014, closing a stake of 500 shares — an estimated $24K sold.

Monetary Management Group first reported a position in JXI in Q2 2014 and held it in 2 quarters. The position peaked at $25K in Q2 2014. 49 funds tracked by Wall St. Rank hold JXI as of Q4 2014.

  • Monetary Management Group reported no remaining iShares Global Utilities ETF position as of Q4 2014 after selling out during the quarter.
  • Monetary Management Group sold 500 iShares Global Utilities ETF shares in Q4 2014, an estimated $24K.
  • Monetary Management Group first reported a position in iShares Global Utilities ETF in Q2 2014 and held it in 2 quarters.
  • Monetary Management Group's iShares Global Utilities ETF position peaked at $25K in Q2 2014.
  • 49 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q4 2014.

Based on Monetary Management Group's 13F filing for Q4 2014, filed 12 Feb 2015.