Ausdal Financial Partners’s iShares Global Consumer Staples ETF KXI Stock Holding History

Ausdal Financial Partners’s Portfolio KXI Stock Details KXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-8,610	Closed	-$479K	–	324
2019 Q4	$479K	Hold	8,610	–	–	0.14%	185
2019 Q3	$472K	Buy	+8,610	New	+$464K	0.17%	164
2016 Q1	–	Sell	-896	Closed	-$42K	–	670
2015 Q4	$42K	Buy	+896	New	+$41.8K	0.02%	512

Other funds holding KXI

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ausdal Financial Partners's KXI Position: Q1 2020 in Review

Ausdal Financial Partners sold out of iShares Global Consumer Staples ETF (KXI) in Q1 2020, closing a stake of 8,610 shares — an estimated $479K sold.

Ausdal Financial Partners first reported a position in KXI in Q4 2015 and held it in 3 quarters. The position peaked at $479K in Q4 2019. 117 funds tracked by Wall St. Rank hold KXI as of Q1 2020.

Ausdal Financial Partners reported no remaining iShares Global Consumer Staples ETF position as of Q1 2020 after selling out during the quarter.
Ausdal Financial Partners sold 8,610 iShares Global Consumer Staples ETF shares in Q1 2020, an estimated $479K.
Ausdal Financial Partners first reported a position in iShares Global Consumer Staples ETF in Q4 2015 and held it in 3 quarters.
Ausdal Financial Partners's iShares Global Consumer Staples ETF position peaked at $479K in Q4 2019.
117 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2020.

Based on Ausdal Financial Partners's 13F filing for Q1 2020, filed 4 May 2020.