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Cary Street Partners Investment Advisory’s iShares Global Consumer Discretionary ETF RXI Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio RXI Stock Details RXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$913K Buy
+9,051
New +$976K 0.89% 18

Other funds holding RXI

Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cary Street Partners Investment Advisory's RXI Position: Q4 2018 in Review

Cary Street Partners Investment Advisory opened a new position in iShares Global Consumer Discretionary ETF (RXI) in Q4 2018: 9,051 shares worth $913K. The stake represents 0.89% of the portfolio and ranks #18 among its holdings.

61 funds tracked by Wall St. Rank hold RXI as of Q4 2018.

  • Cary Street Partners Investment Advisory held 9,051 shares of iShares Global Consumer Discretionary ETF worth $913K as of Q4 2018.
  • iShares Global Consumer Discretionary ETF was a new Cary Street Partners Investment Advisory position in Q4 2018.
  • iShares Global Consumer Discretionary ETF made up 0.89% of Cary Street Partners Investment Advisory's portfolio in Q4 2018, its #18 holding.
  • 61 funds tracked by Wall St. Rank held iShares Global Consumer Discretionary ETF as of Q4 2018.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2018, filed 6 Feb 2019.