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Raymond James Financial Services Advisors’s iShares Global Utilities ETF JXI Stock Holding History

Raymond James Financial Services 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
2019
Q1 		– Sell
-13,376
Closed -$657K – 2846
2018
Q4 		$657K Sell
13,376
-354
-3% -$17.7K ﹤0.01% 1502
2018
Q3 		$676K Sell
13,730
-10,413
-43% -$518K ﹤0.01% 1700
2018
Q2 		$1.18M Buy
24,143
+965
+4% +$47.1K 0.01% 1314
2018
Q1 		$1.14M Buy
23,178
+2,389
+11% +$114K 0.01% 1232
2017
Q4 		$1.03M Buy
20,789
+44
+0.2% +$2.27K 0.01% 1288
2017
Q3 		$1.05M Sell
20,745
-883
-4% -$44.9K 0.01% 1272
2017
Q2 		$1.06M Sell
21,628
-1,661
-7% -$82.4K 0.01% 1235
2017
Q1 		$1.12M Buy
23,289
+2,051
+10% +$94.5K 0.01% 1105
2016
Q4 		$949K Sell
21,238
-681
-3% -$30.8K 0.01% 1144
2016
Q3 		$1.04M Sell
21,919
-674
-3% -$32.6K 0.01% 1070
2016
Q2 		$1.11M Sell
22,593
-753
-3% -$36K 0.01% 976
2016
Q1 		$1.12M Sell
23,346
-19,436
-45% -$878K 0.01% 850
2015
Q4 		$1.88M Buy
42,782
+19,343
+83% +$868K 0.02% 666
2015
Q3 		$1.04M Buy
23,439
+4,720
+25% +$212K 0.02% 759
2015
Q2 		$830K Buy
+18,719
New +$882K 0.06% 369
2013
Q3 		– Sell
-28,374
Closed -$1.19M – 728
2013
Q2 		$1.19M Buy
+28,374
New +$1.26M 0.03% 557

Other funds holding JXI

WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Raymond James Financial Services Advisors's JXI Position: Q1 2019 in Review

Raymond James Financial Services Advisors sold out of iShares Global Utilities ETF (JXI) in Q1 2019, closing a stake of 13,376 shares — an estimated $657K sold.

Raymond James Financial Services Advisors first reported a position in JXI in Q2 2013 and held it in 16 quarters. The position peaked at $1.88M in Q4 2015. 73 funds tracked by Wall St. Rank hold JXI as of Q1 2019.

  • Raymond James Financial Services Advisors reported no remaining iShares Global Utilities ETF position as of Q1 2019 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 13,376 iShares Global Utilities ETF shares in Q1 2019, an estimated $657K.
  • Raymond James Financial Services Advisors first reported a position in iShares Global Utilities ETF in Q2 2013 and held it in 16 quarters.
  • Raymond James Financial Services Advisors's iShares Global Utilities ETF position peaked at $1.88M in Q4 2015.
  • 73 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2019.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2019, filed 6 May 2019.