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

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

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.