TD Capital Management’s iShares Global Utilities ETF JXI Stock Holding History

TD Capital 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
2020 Q2	–	Sell	-73	Closed	-$4K	–	279
2020 Q1	$4K	Hold	73	–	–	﹤0.01%	190
2019 Q4	$4K	Buy	73 +1	+1%	+$58	﹤0.01%	218
2019 Q3	$4K	Hold	72	–	–	﹤0.01%	217
2019 Q2	$4K	Buy	72 +1	+1%	+$54	﹤0.01%	209
2019 Q1	$4K	Hold	71	–	–	﹤0.01%	171
2018 Q4	$3K	Buy	71 +1	+1%	+$50	﹤0.01%	180
2018 Q3	$3K	Hold	70	–	–	﹤0.01%	172
2018 Q2	$3K	Buy	70 +2	+3%	+$98	﹤0.01%	160
2018 Q1	$3K	Hold	68	–	–	﹤0.01%	163
2017 Q4	$3K	Buy	68 +1	+1%	+$52	﹤0.01%	160
2017 Q3	$3K	Hold	67	–	–	﹤0.01%	216
2017 Q2	$3K	Buy	67 +1	+2%	+$50	﹤0.01%	153
2017 Q1	$3K	Buy	+66	New	+$3.04K	﹤0.01%	152

Other funds holding JXI

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCM

Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $378M AUM 17.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

TD Capital Management's JXI Position: Q2 2020 in Review

TD Capital Management sold out of iShares Global Utilities ETF (JXI) in Q2 2020, closing a stake of 73 shares — an estimated $4K sold.

TD Capital Management first reported a position in JXI in Q1 2017 and held it in 13 quarters. The position peaked at $4K in Q1 2020. 61 funds tracked by Wall St. Rank hold JXI as of Q2 2020.

TD Capital Management reported no remaining iShares Global Utilities ETF position as of Q2 2020 after selling out during the quarter.
TD Capital Management sold 73 iShares Global Utilities ETF shares in Q2 2020, an estimated $4K.
TD Capital Management first reported a position in iShares Global Utilities ETF in Q1 2017 and held it in 13 quarters.
TD Capital Management's iShares Global Utilities ETF position peaked at $4K in Q1 2020.
61 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2020.

Based on TD Capital Management's 13F filing for Q2 2020, filed 13 Aug 2020.