Coastal Bridge Advisors’s iShares Global Consumer Staples ETF KXI Stock Holding History

Coastal Bridge Advisors’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 Q2	–	Sell	-4,430	Closed	-$212K	–	156
2020 Q1	$212K	Buy	+4,430	New	+$234K	0.08%	111
2019 Q4	–	Sell	-5,754	Closed	-$315K	–	141
2019 Q3	$315K	Buy	+5,754	New	+$310K	0.11%	97

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 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

Goldman Sachs New York $871B AUM 31.28% 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

Coastal Bridge Advisors's KXI Position: Q2 2020 in Review

Coastal Bridge Advisors sold out of iShares Global Consumer Staples ETF (KXI) in Q2 2020, closing a stake of 4,430 shares — an estimated $212K sold.

Coastal Bridge Advisors first reported a position in KXI in Q3 2019 and held it in 2 quarters. The position peaked at $315K in Q3 2019. 119 funds tracked by Wall St. Rank hold KXI as of Q2 2020.

Coastal Bridge Advisors reported no remaining iShares Global Consumer Staples ETF position as of Q2 2020 after selling out during the quarter.
Coastal Bridge Advisors sold 4,430 iShares Global Consumer Staples ETF shares in Q2 2020, an estimated $212K.
Coastal Bridge Advisors first reported a position in iShares Global Consumer Staples ETF in Q3 2019 and held it in 2 quarters.
Coastal Bridge Advisors's iShares Global Consumer Staples ETF position peaked at $315K in Q3 2019.
119 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2020.

Based on Coastal Bridge Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.