Beacon Capital Management Inc (Ohio)’s iShares Global Consumer Staples ETF KXI Stock Holding History

Beacon Capital Management Inc (Ohio)’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 Q3	–	Sell	-4	Closed	–	–	102
2020 Q2	$0	Hold	4	–	–	﹤0.01%	83
2020 Q1	$0	Hold	4	–	–	﹤0.01%	109
2019 Q4	$0	Hold	4	–	–	﹤0.01%	59
2019 Q3	$0	Sell	4 -25	-86%	-$1.35K	﹤0.01%	112
2019 Q2	$2K	Buy	29 +25	+625%	+$1.3K	﹤0.01%	65
2019 Q1	$0	Hold	4	–	–	﹤0.01%	70
2018 Q4	$0	Hold	4	–	–	﹤0.01%	59
2018 Q3	$0	Hold	4	–	–	﹤0.01%	66
2018 Q2	$0	Hold	4	–	–	﹤0.01%	82
2018 Q1	$0	Hold	4	–	–	﹤0.01%	97
2017 Q4	$0	Hold	4	–	–	﹤0.01%	113
2017 Q3	$0	Hold	4	–	–	﹤0.01%	72
2017 Q2	$0	Buy	4 +2	+100%	+$103	﹤0.01%	141
2017 Q1	$0	Hold	2	–	–	﹤0.01%	146
2016 Q4	$0	Hold	2	–	–	﹤0.01%	84
2016 Q3	$0	Hold	2	–	–	﹤0.01%	136
2016 Q2	$0	Hold	2	–	–	﹤0.01%	176
2016 Q1	$0	Hold	2	–	–	﹤0.01%	273
2015 Q4	$0	Buy	+2	New	+$93	﹤0.01%	317

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

PAMU

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s KXI Position: Q3 2020 in Review

Beacon Capital Management Inc (Ohio) sold out of iShares Global Consumer Staples ETF (KXI) in Q3 2020, closing a stake of 4 shares.

Beacon Capital Management Inc (Ohio) first reported a position in KXI in Q4 2015 and held it in 19 quarters. The position peaked at $2K in Q2 2019. 115 funds tracked by Wall St. Rank hold KXI as of Q3 2020.

Beacon Capital Management Inc (Ohio) reported no remaining iShares Global Consumer Staples ETF position as of Q3 2020 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 4 iShares Global Consumer Staples ETF shares in Q3 2020.
Beacon Capital Management Inc (Ohio) first reported a position in iShares Global Consumer Staples ETF in Q4 2015 and held it in 19 quarters.
Beacon Capital Management Inc (Ohio)'s iShares Global Consumer Staples ETF position peaked at $2K in Q2 2019.
115 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2020.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q3 2020, filed 7 Oct 2020.