EC
KXI icon

Estate Counselors’s iShares Global Consumer Staples ETF KXI Stock Holding History

Estate Counselors’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
Q2 		– Sell
-7,000
Closed -$351K – 70
2018
Q1 		$351K Buy
+7,000
New +$361K 0.07% 61

Other funds holding KXI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Estate Counselors's KXI Position: Q2 2018 in Review

Estate Counselors sold out of iShares Global Consumer Staples ETF (KXI) in Q2 2018, closing a stake of 7,000 shares — an estimated $351K sold.

Estate Counselors first reported a position in KXI in Q1 2018 and held it in 1 quarter. The position peaked at $351K in Q1 2018. 83 funds tracked by Wall St. Rank hold KXI as of Q2 2018.

  • Estate Counselors reported no remaining iShares Global Consumer Staples ETF position as of Q2 2018 after selling out during the quarter.
  • Estate Counselors sold 7,000 iShares Global Consumer Staples ETF shares in Q2 2018, an estimated $351K.
  • Estate Counselors first reported a position in iShares Global Consumer Staples ETF in Q1 2018 and held it in 1 quarter.
  • Estate Counselors's iShares Global Consumer Staples ETF position peaked at $351K in Q1 2018.
  • 83 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2018.

Based on Estate Counselors's 13F filing for Q2 2018, filed 8 Aug 2018.