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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Whittier Trust's JXI Position: Q1 2019 in Review

Whittier Trust sold out of iShares Global Utilities ETF (JXI) in Q1 2019, closing a stake of 380 shares — an estimated $19K sold.

Whittier Trust first reported a position in JXI in Q3 2015 and held it in 14 quarters. The position peaked at $21K in Q4 2015. 73 funds tracked by Wall St. Rank hold JXI as of Q1 2019.

Whittier Trust reported no remaining iShares Global Utilities ETF position as of Q1 2019 after selling out during the quarter.
Whittier Trust sold 380 iShares Global Utilities ETF shares in Q1 2019, an estimated $19K.
Whittier Trust first reported a position in iShares Global Utilities ETF in Q3 2015 and held it in 14 quarters.
Whittier Trust's iShares Global Utilities ETF position peaked at $21K in Q4 2015.
73 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2019.

Based on Whittier Trust's 13F filing for Q1 2019, filed 29 Apr 2019.