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Optimum Investment Advisors’s iShares Global Utilities ETF JXI Stock Holding History

Optimum Investment Advisors’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 		$5K Sell
110
-132
-55% -$6.32K ﹤0.01% 884
2014
Q4 		$12K Buy
242
+2
+0.8% +$98 ﹤0.01% 818
2014
Q3 		$12K Buy
240
+2
+0.8% +$97 ﹤0.01% 735
2014
Q2 		$12K Buy
+238
New +$11.7K ﹤0.01% 749

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

Optimum Investment Advisors's JXI Position: Q1 2015 in Review

Optimum Investment Advisors reduced its iShares Global Utilities ETF (JXI) stake by 55% in Q1 2015, selling an estimated $6.32K and leaving 110 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Optimum Investment Advisors first reported a position in JXI in Q2 2014 and has held it in 4 quarters since. The position peaked at $12K in Q4 2014. 53 funds tracked by Wall St. Rank hold JXI as of Q1 2015.

  • Optimum Investment Advisors held 110 shares of iShares Global Utilities ETF worth $5K as of Q1 2015.
  • Optimum Investment Advisors sold 132 iShares Global Utilities ETF shares in Q1 2015, an estimated $6.32K.
  • iShares Global Utilities ETF made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #884 holding.
  • Optimum Investment Advisors first reported a position in iShares Global Utilities ETF in Q2 2014 and has held it in 4 quarters since.
  • Optimum Investment Advisors's iShares Global Utilities ETF position peaked at $12K in Q4 2014.
  • 53 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.