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Regal Investment Advisors’s iShares Global Utilities ETF JXI Stock Holding History

Regal Investment 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
2018
Q2 		– Sell
-7,147
Closed -$351K – 286
2018
Q1 		$351K Sell
7,147
-6,786
-49% -$325K 0.08% 209
2017
Q4 		$690K Buy
13,933
+776
+6% +$40.1K 0.15% 153
2017
Q3 		$667K Buy
13,157
+324
+3% +$16.5K 0.16% 151
2017
Q2 		$629K Buy
12,833
+266
+2% +$13.2K 0.16% 150
2017
Q1 		$606K Buy
12,567
+3,855
+44% +$178K 0.16% 155
2016
Q4 		$389K Buy
8,712
+350
+4% +$15.8K 0.11% 178
2016
Q3 		$397K Sell
8,362
-2,851
-25% -$138K 0.11% 177
2016
Q2 		$553K Sell
11,213
-399
-3% -$19.1K 0.15% 150
2016
Q1 		$558K Sell
11,612
-111
-0.9% -$5.02K 0.15% 141
2015
Q4 		$516K Sell
11,723
-1,515
-11% -$68K 0.13% 149
2015
Q3 		$586K Sell
13,238
-990
-7% -$44.5K 0.15% 140
2015
Q2 		$630K Buy
14,228
+659
+5% +$31K 0.17% 130
2015
Q1 		$630K Buy
13,569
+297
+2% +$14.2K 0.16% 140
2014
Q4 		$653K Buy
13,272
+310
+2% +$15.2K 0.18% 131
2014
Q3 		$619K Buy
12,962
+557
+4% +$27.1K 0.19% 128
2014
Q2 		$624K Sell
12,405
-109
-0.9% -$5.34K 0.22% 110
2014
Q1 		$601K Sell
12,514
-721
-5% -$32.7K 0.25% 103
2013
Q4 		$585K Sell
13,235
-1,083
-8% -$48.3K 0.34% 95
2013
Q3 		$628K Sell
14,318
-927
-6% -$40.1K 0.37% 96
2013
Q2 		$657K Buy
+15,245
New +$677K 0.36% 92

Other funds holding JXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $378M AUM 17.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Regal Investment Advisors's JXI Position: Q2 2018 in Review

Regal Investment Advisors sold out of iShares Global Utilities ETF (JXI) in Q2 2018, closing a stake of 7,147 shares — an estimated $351K sold.

Regal Investment Advisors first reported a position in JXI in Q2 2013 and held it in 20 quarters. The position peaked at $690K in Q4 2017. 62 funds tracked by Wall St. Rank hold JXI as of Q2 2018.

  • Regal Investment Advisors reported no remaining iShares Global Utilities ETF position as of Q2 2018 after selling out during the quarter.
  • Regal Investment Advisors sold 7,147 iShares Global Utilities ETF shares in Q2 2018, an estimated $351K.
  • Regal Investment Advisors first reported a position in iShares Global Utilities ETF in Q2 2013 and held it in 20 quarters.
  • Regal Investment Advisors's iShares Global Utilities ETF position peaked at $690K in Q4 2017.
  • 62 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2018.

Based on Regal Investment Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.