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V Wealth Advisors’s iShares Global Utilities ETF JXI Stock Holding History

V Wealth 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
2017
Q3 		– Sell
-1,000
Closed -$49K – 476
2017
Q2 		$49K Buy
+1,000
New +$49.6K 0.02% 321

Other funds holding JXI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

V Wealth Advisors's JXI Position: Q3 2017 in Review

V Wealth Advisors sold out of iShares Global Utilities ETF (JXI) in Q3 2017, closing a stake of 1,000 shares — an estimated $49K sold.

V Wealth Advisors first reported a position in JXI in Q2 2017 and held it in 1 quarter. The position peaked at $49K in Q2 2017. 54 funds tracked by Wall St. Rank hold JXI as of Q3 2017.

  • V Wealth Advisors reported no remaining iShares Global Utilities ETF position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 1,000 iShares Global Utilities ETF shares in Q3 2017, an estimated $49K.
  • V Wealth Advisors first reported a position in iShares Global Utilities ETF in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's iShares Global Utilities ETF position peaked at $49K in Q2 2017.
  • 54 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.