Raymond James & Associates’s iShares Global Utilities ETF JXI Stock Holding History

Raymond James & Associates’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
2021 Q1	–	Sell	-3,802	Closed	-$228K	–	4058
2020 Q4	$228K	Buy	+3,802	New	+$226K	﹤0.01%	3305
2018 Q1	–	Sell	-7,462	Closed	-$370K	–	3522
2017 Q4	$370K	Buy	7,462 +335	+5%	+$17.3K	﹤0.01%	2721
2017 Q3	$361K	Buy	+7,127	New	+$363K	﹤0.01%	2667

Other funds holding JXI

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

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

TAS

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Raymond James & Associates's JXI Position: Q1 2021 in Review

Raymond James & Associates sold out of iShares Global Utilities ETF (JXI) in Q1 2021, closing a stake of 3,802 shares — an estimated $228K sold.

Raymond James & Associates first reported a position in JXI in Q3 2017 and held it in 3 quarters. The position peaked at $370K in Q4 2017. 58 funds tracked by Wall St. Rank hold JXI as of Q1 2021.

Raymond James & Associates reported no remaining iShares Global Utilities ETF position as of Q1 2021 after selling out during the quarter.
Raymond James & Associates sold 3,802 iShares Global Utilities ETF shares in Q1 2021, an estimated $228K.
Raymond James & Associates first reported a position in iShares Global Utilities ETF in Q3 2017 and held it in 3 quarters.
Raymond James & Associates's iShares Global Utilities ETF position peaked at $370K in Q4 2017.
58 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2021.

Based on Raymond James & Associates's 13F filing for Q1 2021, filed 14 May 2021.