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Cornerstone Wealth Management’s iShares Global Consumer Staples ETF KXI Stock Holding History

Cornerstone Wealth Management’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
2018
Q4 		– Sell
-22,431
Closed -$220K – 786
2018
Q3 		$220K Buy
22,431
+7,755
+53% +$390K ﹤0.01% 1166
2018
Q2 		$300K Buy
+14,676
New +$719K ﹤0.01% 1196

Other funds holding KXI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Cornerstone Wealth Management's KXI Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of iShares Global Consumer Staples ETF (KXI) in Q4 2018, closing a stake of 22,431 shares — an estimated $220K sold.

Cornerstone Wealth Management first reported a position in KXI in Q2 2018 and held it in 2 quarters. The position peaked at $300K in Q2 2018. 104 funds tracked by Wall St. Rank hold KXI as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining iShares Global Consumer Staples ETF position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 22,431 iShares Global Consumer Staples ETF shares in Q4 2018, an estimated $220K.
  • Cornerstone Wealth Management first reported a position in iShares Global Consumer Staples ETF in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's iShares Global Consumer Staples ETF position peaked at $300K in Q2 2018.
  • 104 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.