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Psagot Value Holdings’s iShares Global Utilities ETF JXI Stock Holding History

Psagot Value Holdings’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
Q3 		– Sell
-225
Closed -$11K – 407
2014
Q2 		$11K Hold
225
– – ﹤0.01% 387
2014
Q1 		$11K Hold
225
– – ﹤0.01% 454
2013
Q4 		$10K Buy
+225
New +$10K ﹤0.01% 412

Other funds holding JXI

X
Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 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 $1.89T AUM 35.08% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Psagot Value Holdings's JXI Position: Q3 2014 in Review

Psagot Value Holdings sold out of iShares Global Utilities ETF (JXI) in Q3 2014, closing a stake of 225 shares — an estimated $11K sold.

Psagot Value Holdings first reported a position in JXI in Q4 2013 and held it in 3 quarters. The position peaked at $11K in Q2 2014. 53 funds tracked by Wall St. Rank hold JXI as of Q3 2014.

  • Psagot Value Holdings reported no remaining iShares Global Utilities ETF position as of Q3 2014 after selling out during the quarter.
  • Psagot Value Holdings sold 225 iShares Global Utilities ETF shares in Q3 2014, an estimated $11K.
  • Psagot Value Holdings first reported a position in iShares Global Utilities ETF in Q4 2013 and held it in 3 quarters.
  • Psagot Value Holdings's iShares Global Utilities ETF position peaked at $11K in Q2 2014.
  • 53 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q3 2014.

Based on Psagot Value Holdings's 13F filing for Q3 2014, filed 6 Nov 2014.