Financial Gravity Asset Management’s iShares Global Consumer Staples ETF KXI Stock Holding History

Financial Gravity Asset 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
2019 Q4	$55K	Sell	1 -739	-100%	-$40.3K	0.04%	586
2019 Q3	$41K	Sell	740 -397	-35%	-$21.4K	0.04%	319
2019 Q2	$60K	Buy	+1,137	New	+$59.3K	0.05%	296

Other funds holding KXI

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Financial Gravity Asset Management's KXI Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its iShares Global Consumer Staples ETF (KXI) stake by 100% in Q4 2019, selling an estimated $40.3K and leaving 1 share worth $55K. The position accounts for 0.04% of the portfolio, ranked #586.

Financial Gravity Asset Management first reported a position in KXI in Q2 2019 and has held it in 3 quarters since. The position peaked at $60K in Q2 2019. 118 funds tracked by Wall St. Rank hold KXI as of Q4 2019.

Financial Gravity Asset Management held 1 share of iShares Global Consumer Staples ETF worth $55K as of Q4 2019.
Financial Gravity Asset Management sold 739 iShares Global Consumer Staples ETF shares in Q4 2019, an estimated $40.3K.
iShares Global Consumer Staples ETF made up 0.04% of Financial Gravity Asset Management's portfolio in Q4 2019, its #586 holding.
Financial Gravity Asset Management first reported a position in iShares Global Consumer Staples ETF in Q2 2019 and has held it in 3 quarters since.
Financial Gravity Asset Management's iShares Global Consumer Staples ETF position peaked at $60K in Q2 2019.
118 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.