Whittier Trust’s iShares Global Utilities ETF JXI Stock Holding History

Whittier Trust’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
2019 Q1	–	Sell	-380	Closed	-$19K	–	1467
2018 Q4	$19K	Hold	380	–	–	﹤0.01%	962
2018 Q3	$19K	Hold	380	–	–	﹤0.01%	955
2018 Q2	$19K	Hold	380	–	–	﹤0.01%	935
2018 Q1	$19K	Hold	380	–	–	﹤0.01%	949
2017 Q4	$19K	Hold	380	–	–	﹤0.01%	933
2017 Q3	$19K	Hold	380	–	–	﹤0.01%	911
2017 Q2	$19K	Hold	380	–	–	﹤0.01%	886
2017 Q1	$18K	Hold	380	–	–	﹤0.01%	909
2016 Q4	$17K	Hold	380	–	–	﹤0.01%	908
2016 Q3	$18K	Hold	380	–	–	﹤0.01%	886
2016 Q2	$19K	Hold	380	–	–	﹤0.01%	896
2016 Q1	$18K	Sell	380 -104	-21%	-$4.7K	﹤0.01%	887
2015 Q4	$21K	Buy	484 +104	+27%	+$4.67K	﹤0.01%	860
2015 Q3	$17K	Buy	+380	New	+$17.1K	﹤0.01%	878

Other funds holding JXI

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

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

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

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

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citadel Advisors

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

Susquehanna International Group

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return