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Webster Bank’s iShares Global Utilities ETF JXI Stock Holding History

Webster Bank’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
Q1 		– Sell
-311
Closed -$14K – 586
2016
Q4 		$14K Buy
+311
New +$14K ﹤0.01% 483

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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Webster Bank's JXI Position: Q1 2017 in Review

Webster Bank sold out of iShares Global Utilities ETF (JXI) in Q1 2017, closing a stake of 311 shares — an estimated $14K sold.

Webster Bank first reported a position in JXI in Q4 2016 and held it in 1 quarter. The position peaked at $14K in Q4 2016. 49 funds tracked by Wall St. Rank hold JXI as of Q1 2017.

  • Webster Bank reported no remaining iShares Global Utilities ETF position as of Q1 2017 after selling out during the quarter.
  • Webster Bank sold 311 iShares Global Utilities ETF shares in Q1 2017, an estimated $14K.
  • Webster Bank first reported a position in iShares Global Utilities ETF in Q4 2016 and held it in 1 quarter.
  • Webster Bank's iShares Global Utilities ETF position peaked at $14K in Q4 2016.
  • 49 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2017.

Based on Webster Bank's 13F filing for Q1 2017, filed 1 May 2017.