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National Planning Corporation’s iShares Global Utilities ETF JXI Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-873
Closed -$42.1K – 1395
2014
Q4 		$42.1K Buy
+873
New +$42.7K ﹤0.01% 1331

Other funds holding JXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

National Planning Corporation's JXI Position: Q1 2015 in Review

National Planning Corporation sold out of iShares Global Utilities ETF (JXI) in Q1 2015, closing a stake of 873 shares — an estimated $42.1K sold.

National Planning Corporation first reported a position in JXI in Q4 2014 and held it in 1 quarter. The position peaked at $42.1K in Q4 2014. 53 funds tracked by Wall St. Rank hold JXI as of Q1 2015.

  • National Planning Corporation reported no remaining iShares Global Utilities ETF position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 873 iShares Global Utilities ETF shares in Q1 2015, an estimated $42.1K.
  • National Planning Corporation first reported a position in iShares Global Utilities ETF in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's iShares Global Utilities ETF position peaked at $42.1K in Q4 2014.
  • 53 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.