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First Heartland Consultants’s iShares Global Consumer Staples ETF KXI Stock Holding History

First Heartland Consultants’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
2013
Q3 		– Sell
-1,526
Closed -$61K – 310
2013
Q2 		$61K Buy
+1,526
New +$63.6K 0.04% 256

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SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

First Heartland Consultants's KXI Position: Q3 2013 in Review

First Heartland Consultants sold out of iShares Global Consumer Staples ETF (KXI) in Q3 2013, closing a stake of 1,526 shares — an estimated $61K sold.

First Heartland Consultants first reported a position in KXI in Q2 2013 and held it in 1 quarter. The position peaked at $61K in Q2 2013. 48 funds tracked by Wall St. Rank hold KXI as of Q3 2013.

  • First Heartland Consultants reported no remaining iShares Global Consumer Staples ETF position as of Q3 2013 after selling out during the quarter.
  • First Heartland Consultants sold 1,526 iShares Global Consumer Staples ETF shares in Q3 2013, an estimated $61K.
  • First Heartland Consultants first reported a position in iShares Global Consumer Staples ETF in Q2 2013 and held it in 1 quarter.
  • First Heartland Consultants's iShares Global Consumer Staples ETF position peaked at $61K in Q2 2013.
  • 48 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2013.

Based on First Heartland Consultants's 13F filing for Q3 2013, filed 14 Nov 2013.