BPBT
KXI icon

Boston Private Bank & Trust’s iShares Global Consumer Staples ETF KXI Stock Holding History

Boston Private Bank & Trust’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
2015
Q1 		$37K Hold
818
– – ﹤0.01% 617
2014
Q4 		$37K Hold
818
– – ﹤0.01% 630
2014
Q3 		$36K Buy
+818
New +$36.4K ﹤0.01% 646

Other funds holding KXI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Boston Private Bank & Trust's KXI Position: Q1 2015 in Review

Boston Private Bank & Trust held its iShares Global Consumer Staples ETF (KXI) position steady in Q1 2015 at 818 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Boston Private Bank & Trust first reported a position in KXI in Q3 2014 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold KXI as of Q1 2015.

  • Boston Private Bank & Trust held 818 shares of iShares Global Consumer Staples ETF worth $37K as of Q1 2015.
  • Boston Private Bank & Trust left its iShares Global Consumer Staples ETF share count unchanged in Q1 2015.
  • iShares Global Consumer Staples ETF made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #617 holding.
  • Boston Private Bank & Trust first reported a position in iShares Global Consumer Staples ETF in Q3 2014 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.