WFG Advisors’s iShares Global Utilities ETF JXI Stock Holding History

WFG 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
2013 Q3	–	Sell	-16	Closed	-$1K	–	2199
2013 Q2	$1K	Buy	+16	New	+$711	﹤0.01%	1961

Other funds holding JXI

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

WFG Advisors's JXI Position: Q3 2013 in Review

WFG Advisors sold out of iShares Global Utilities ETF (JXI) in Q3 2013, closing a stake of 16 shares — an estimated $1K sold.

WFG Advisors first reported a position in JXI in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 42 funds tracked by Wall St. Rank hold JXI as of Q3 2013.

WFG Advisors reported no remaining iShares Global Utilities ETF position as of Q3 2013 after selling out during the quarter.
WFG Advisors sold 16 iShares Global Utilities ETF shares in Q3 2013, an estimated $1K.
WFG Advisors first reported a position in iShares Global Utilities ETF in Q2 2013 and held it in 1 quarter.
WFG Advisors's iShares Global Utilities ETF position peaked at $1K in Q2 2013.
42 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q3 2013.

Based on WFG Advisors's 13F filing for Q3 2013, filed 31 Oct 2013.