Westside Investment Management’s iShares Global Utilities ETF JXI Stock Holding History

Westside Investment 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	-150	Closed	-$7	–	677
2020 Q1	$7	Buy	+150	New	+$8.7K	﹤0.01%	508
2019 Q2	$8	Buy	+150	New	+$8.12K	﹤0.01%	504
2018 Q4	$7.37K	Buy	+150	New	+$7.51K	﹤0.01%	521
2018 Q3	–	Sell	-150	Closed	-$7.38K	–	789
2018 Q2	$7.38K	Hold	150	–	–	﹤0.01%	626
2018 Q1	$7.23K	Hold	150	–	–	﹤0.01%	607
2017 Q4	$7.42K	Hold	150	–	–	﹤0.01%	627
2017 Q3	$7.61K	Hold	150	–	–	﹤0.01%	607
2017 Q2	$7.29K	Hold	150	–	–	﹤0.01%	602
2017 Q1	$7.24K	Buy	+150	New	+$6.92K	﹤0.01%	578

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

PAMU

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

MCM

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

IFS

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

UCFA

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

Westside Investment Management's JXI Position: Q2 2020 in Review

Westside Investment Management sold out of iShares Global Utilities ETF (JXI) in Q2 2020, closing a stake of 150 shares — an estimated $7 sold.

Westside Investment Management first reported a position in JXI in Q1 2017 and held it in 9 quarters. The position peaked at $7.61K in Q3 2017. 61 funds tracked by Wall St. Rank hold JXI as of Q2 2020.

Westside Investment Management reported no remaining iShares Global Utilities ETF position as of Q2 2020 after selling out during the quarter.
Westside Investment Management sold 150 iShares Global Utilities ETF shares in Q2 2020, an estimated $7.
Westside Investment Management first reported a position in iShares Global Utilities ETF in Q1 2017 and held it in 9 quarters.
Westside Investment Management's iShares Global Utilities ETF position peaked at $7.61K in Q3 2017.
61 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2020.

Based on Westside Investment Management's 13F filing for Q2 2020, filed 21 Jul 2020.