Next Financial Group’s iShares Global Utilities ETF JXI Stock Holding History

Next Financial 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
2020 Q4	–	Sell	-188	Closed	-$11K	–	2380
2020 Q3	$11K	Buy	+188	New	+$10.5K	﹤0.01%	1602
2020 Q2	–	Sell	-183	Closed	-$9K	–	1273
2020 Q1	$9K	Sell	183 -190	-51%	-$11K	﹤0.01%	1556
2019 Q4	$22K	Buy	373 +66	+21%	+$3.81K	﹤0.01%	1496
2019 Q3	$18K	Sell	307 -94	-23%	-$5.24K	﹤0.01%	1488
2019 Q2	$22K	Hold	401	–	–	﹤0.01%	1433
2019 Q1	$22K	Buy	+401	New	+$20.8K	0.01%	936

Other funds holding JXI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $444M AUM 24.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $378M AUM 17.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Next Financial Group's JXI Position: Q4 2020 in Review

Next Financial Group sold out of iShares Global Utilities ETF (JXI) in Q4 2020, closing a stake of 188 shares — an estimated $11K sold.

Next Financial Group first reported a position in JXI in Q1 2019 and held it in 6 quarters. The position peaked at $22K in Q4 2019. 61 funds tracked by Wall St. Rank hold JXI as of Q4 2020.

Next Financial Group reported no remaining iShares Global Utilities ETF position as of Q4 2020 after selling out during the quarter.
Next Financial Group sold 188 iShares Global Utilities ETF shares in Q4 2020, an estimated $11K.
Next Financial Group first reported a position in iShares Global Utilities ETF in Q1 2019 and held it in 6 quarters.
Next Financial Group's iShares Global Utilities ETF position peaked at $22K in Q4 2019.
61 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q4 2020.

Based on Next Financial Group's 13F filing for Q4 2020, filed 5 Feb 2021.