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Stratos Wealth Partners’s iShares Global Utilities ETF JXI Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-1,236
Closed -$61K – 1697
2018
Q3 		$61K Buy
+1,236
New +$61.4K ﹤0.01% 1366
2018
Q2 		– Sell
-1,353
Closed -$66K – 1820
2018
Q1 		$66K Hold
1,353
– – ﹤0.01% 1427
2017
Q4 		$67K Buy
+1,353
New +$69.9K ﹤0.01% 1372

Other funds holding JXI

NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

Stratos Wealth Partners's JXI Position: Q4 2018 in Review

Stratos Wealth Partners sold out of iShares Global Utilities ETF (JXI) in Q4 2018, closing a stake of 1,236 shares — an estimated $61K sold.

Stratos Wealth Partners first reported a position in JXI in Q4 2017 and held it in 3 quarters. The position peaked at $67K in Q4 2017. 71 funds tracked by Wall St. Rank hold JXI as of Q4 2018.

  • Stratos Wealth Partners reported no remaining iShares Global Utilities ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,236 iShares Global Utilities ETF shares in Q4 2018, an estimated $61K.
  • Stratos Wealth Partners first reported a position in iShares Global Utilities ETF in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's iShares Global Utilities ETF position peaked at $67K in Q4 2017.
  • 71 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.