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Gryphon Financial Partners’s iShares Global Consumer Staples ETF KXI Stock Holding History

Gryphon Financial Partners’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
2020
Q2 		– Sell
-5,015
Closed -$240K – 148
2020
Q1 		$240K Sell
5,015
-157
-3% -$8.31K 0.09% 124
2019
Q4 		$287K Hold
5,172
– – 0.07% 142
2019
Q3 		$284K Buy
+5,172
New +$279K 0.08% 130

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RBA
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gryphon Financial Partners's KXI Position: Q2 2020 in Review

Gryphon Financial Partners sold out of iShares Global Consumer Staples ETF (KXI) in Q2 2020, closing a stake of 5,015 shares — an estimated $240K sold.

Gryphon Financial Partners first reported a position in KXI in Q3 2019 and held it in 3 quarters. The position peaked at $287K in Q4 2019. 119 funds tracked by Wall St. Rank hold KXI as of Q2 2020.

  • Gryphon Financial Partners reported no remaining iShares Global Consumer Staples ETF position as of Q2 2020 after selling out during the quarter.
  • Gryphon Financial Partners sold 5,015 iShares Global Consumer Staples ETF shares in Q2 2020, an estimated $240K.
  • Gryphon Financial Partners first reported a position in iShares Global Consumer Staples ETF in Q3 2019 and held it in 3 quarters.
  • Gryphon Financial Partners's iShares Global Consumer Staples ETF position peaked at $287K in Q4 2019.
  • 119 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2020.

Based on Gryphon Financial Partners's 13F filing for Q2 2020, filed 13 Aug 2020.