Premier Fund Managers
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Premier Fund Managers’s iShares Global Utilities ETF JXI Stock Holding History

Premier Fund Managers’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
2016
Q1 		– Sell
-50,000
Closed -$2.2M – 55
2015
Q4 		$2.2M Buy
+50,000
New +$2.24M 2.06% 28

Other funds holding JXI

Newfound Research
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
WrapManager Inc
WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Premier Fund Managers's JXI Position: Q1 2016 in Review

Premier Fund Managers sold out of iShares Global Utilities ETF (JXI) in Q1 2016, closing a stake of 50,000 shares — an estimated $2.2M sold.

Premier Fund Managers first reported a position in JXI in Q4 2015 and held it in 1 quarter. The position peaked at $2.2M in Q4 2015. 45 funds tracked by Wall St. Rank hold JXI as of Q1 2016.

  • Premier Fund Managers reported no remaining iShares Global Utilities ETF position as of Q1 2016 after selling out during the quarter.
  • Premier Fund Managers sold 50,000 iShares Global Utilities ETF shares in Q1 2016, an estimated $2.2M.
  • Premier Fund Managers first reported a position in iShares Global Utilities ETF in Q4 2015 and held it in 1 quarter.
  • Premier Fund Managers's iShares Global Utilities ETF position peaked at $2.2M in Q4 2015.
  • 45 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2016.

Based on Premier Fund Managers's 13F filing for Q1 2016, filed 13 May 2016.