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Vantage Investment Advisors’s iShares Global Utilities ETF JXI Stock Holding History

Vantage Investment 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
2018
Q1 		– Sell
-41
Closed -$2K – 828
2017
Q4 		$2K Buy
+41
New +$2.12K ﹤0.01% 752

Other funds holding JXI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Vantage Investment Advisors's JXI Position: Q1 2018 in Review

Vantage Investment Advisors sold out of iShares Global Utilities ETF (JXI) in Q1 2018, closing a stake of 41 shares — an estimated $2K sold.

Vantage Investment Advisors first reported a position in JXI in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 56 funds tracked by Wall St. Rank hold JXI as of Q1 2018.

  • Vantage Investment Advisors reported no remaining iShares Global Utilities ETF position as of Q1 2018 after selling out during the quarter.
  • Vantage Investment Advisors sold 41 iShares Global Utilities ETF shares in Q1 2018, an estimated $2K.
  • Vantage Investment Advisors first reported a position in iShares Global Utilities ETF in Q4 2017 and held it in 1 quarter.
  • Vantage Investment Advisors's iShares Global Utilities ETF position peaked at $2K in Q4 2017.
  • 56 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2018.

Based on Vantage Investment Advisors's 13F filing for Q1 2018, filed 10 May 2018.