Vickerman & Driscoll Financial Advisors’s iShares Global Utilities ETF JXI Stock Holding History

Vickerman & Driscoll Financial 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 Q4	–	Sell	-4,200	Closed	-$207K	–	92
2018 Q3	$207K	Sell	4,200 -221	-5%	-$11K	0.14%	70
2018 Q2	$216K	Sell	4,421 -6,881	-61%	-$336K	0.16%	68
2018 Q1	$555K	Sell	11,302 -9,311	-45%	-$446K	0.41%	66
2017 Q4	$1.02M	Buy	+20,613	New	+$1.06M	0.8%	49

Other funds holding JXI

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

PAMU

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

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's JXI Position: Q4 2018 in Review

Vickerman & Driscoll Financial Advisors sold out of iShares Global Utilities ETF (JXI) in Q4 2018, closing a stake of 4,200 shares — an estimated $207K sold.

Vickerman & Driscoll Financial Advisors first reported a position in JXI in Q4 2017 and held it in 4 quarters. The position peaked at $1.02M in Q4 2017. 71 funds tracked by Wall St. Rank hold JXI as of Q4 2018.

Vickerman & Driscoll Financial Advisors reported no remaining iShares Global Utilities ETF position as of Q4 2018 after selling out during the quarter.
Vickerman & Driscoll Financial Advisors sold 4,200 iShares Global Utilities ETF shares in Q4 2018, an estimated $207K.
Vickerman & Driscoll Financial Advisors first reported a position in iShares Global Utilities ETF in Q4 2017 and held it in 4 quarters.
Vickerman & Driscoll Financial Advisors's iShares Global Utilities ETF position peaked at $1.02M in Q4 2017.
71 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q4 2018.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.