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Donoghue Forlines’s iShares Global Consumer Staples ETF KXI Stock Holding History

Donoghue Forlines’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
2019
Q1 		– Sell
-487,059
Closed -$22.4M – 130
2018
Q4 		$22.4M Buy
+487,059
New +$23.9M 2.01% 11

Other funds holding KXI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Donoghue Forlines's KXI Position: Q1 2019 in Review

Donoghue Forlines sold out of iShares Global Consumer Staples ETF (KXI) in Q1 2019, closing a stake of 487,059 shares — an estimated $22.4M sold.

Donoghue Forlines first reported a position in KXI in Q4 2018 and held it in 1 quarter. The position peaked at $22.4M in Q4 2018. 102 funds tracked by Wall St. Rank hold KXI as of Q1 2019.

  • Donoghue Forlines reported no remaining iShares Global Consumer Staples ETF position as of Q1 2019 after selling out during the quarter.
  • Donoghue Forlines sold 487,059 iShares Global Consumer Staples ETF shares in Q1 2019, an estimated $22.4M.
  • Donoghue Forlines first reported a position in iShares Global Consumer Staples ETF in Q4 2018 and held it in 1 quarter.
  • Donoghue Forlines's iShares Global Consumer Staples ETF position peaked at $22.4M in Q4 2018.
  • 102 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2019.

Based on Donoghue Forlines's 13F filing for Q1 2019, filed 12 Apr 2019.