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Semmax Financial Advisors’s iShares Global Utilities ETF JXI Stock Holding History

Semmax Financial 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
2020
Q1 		– Sell
-770
Closed -$45K – 295
2019
Q4 		$45K Hold
770
– – 0.02% 117
2019
Q3 		$45K Hold
770
– – 0.03% 118
2019
Q2 		$42K Hold
770
– – 0.03% 125
2019
Q1 		$42K Sell
770
-104
-12% -$5.41K 0.03% 204
2018
Q4 		$43K Buy
+874
New +$43.8K 0.03% 203

Other funds holding JXI

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 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
MCM
Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return

Semmax Financial Advisors's JXI Position: Q1 2020 in Review

Semmax Financial Advisors sold out of iShares Global Utilities ETF (JXI) in Q1 2020, closing a stake of 770 shares — an estimated $45K sold.

Semmax Financial Advisors first reported a position in JXI in Q4 2018 and held it in 5 quarters. The position peaked at $45K in Q4 2019. 62 funds tracked by Wall St. Rank hold JXI as of Q1 2020.

  • Semmax Financial Advisors reported no remaining iShares Global Utilities ETF position as of Q1 2020 after selling out during the quarter.
  • Semmax Financial Advisors sold 770 iShares Global Utilities ETF shares in Q1 2020, an estimated $45K.
  • Semmax Financial Advisors first reported a position in iShares Global Utilities ETF in Q4 2018 and held it in 5 quarters.
  • Semmax Financial Advisors's iShares Global Utilities ETF position peaked at $45K in Q4 2019.
  • 62 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2020.

Based on Semmax Financial Advisors's 13F filing for Q1 2020, filed 5 May 2020.