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Placemark Investments’s iShares Global Utilities ETF JXI Stock Holding History

Placemark Investments’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 		$1.21M Buy
24,577
+6,817
+38% +$334K 0.02% 796
2014
Q3 		$848K Buy
17,760
+11,987
+208% +$583K 0.02% 950
2014
Q2 		$290K Buy
+5,773
New +$283K 0.01% 1401

Other funds holding JXI

X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Placemark Investments's JXI Position: Q4 2014 in Review

Placemark Investments increased its iShares Global Utilities ETF (JXI) stake by 38% in Q4 2014, buying an estimated $334K and bringing the position to 24,577 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #796.

Placemark Investments first reported a position in JXI in Q2 2014 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold JXI as of Q4 2014.

  • Placemark Investments held 24,577 shares of iShares Global Utilities ETF worth $1.21M as of Q4 2014.
  • Placemark Investments bought 6,817 iShares Global Utilities ETF shares in Q4 2014, an estimated $334K.
  • iShares Global Utilities ETF made up 0.02% of Placemark Investments's portfolio in Q4 2014, its #796 holding.
  • Placemark Investments first reported a position in iShares Global Utilities ETF in Q2 2014 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.