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

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

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

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

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

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