SWM
JXI icon

SeaCrest Wealth Management’s iShares Global Utilities ETF JXI Stock Holding History

SeaCrest Wealth Management’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
Q1 		– Sell
-100
Closed -$5K – 2245
2017
Q4 		$5K Buy
+100
New +$5.16K ﹤0.01% 1804

Other funds holding JXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

SeaCrest Wealth Management's JXI Position: Q1 2018 in Review

SeaCrest Wealth Management sold out of iShares Global Utilities ETF (JXI) in Q1 2018, closing a stake of 100 shares — an estimated $5K sold.

SeaCrest Wealth Management first reported a position in JXI in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 56 funds tracked by Wall St. Rank hold JXI as of Q1 2018.

  • SeaCrest Wealth Management reported no remaining iShares Global Utilities ETF position as of Q1 2018 after selling out during the quarter.
  • SeaCrest Wealth Management sold 100 iShares Global Utilities ETF shares in Q1 2018, an estimated $5K.
  • SeaCrest Wealth Management first reported a position in iShares Global Utilities ETF in Q4 2017 and held it in 1 quarter.
  • SeaCrest Wealth Management's iShares Global Utilities ETF position peaked at $5K in Q4 2017.
  • 56 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2018.

Based on SeaCrest Wealth Management's 13F filing for Q1 2018, filed 20 Apr 2018.