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Gupta Wealth Management’s iShares Global Consumer Staples ETF KXI Stock Holding History

Gupta Wealth 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
2016
Q1 		– Sell
-710
Closed -$33K – 1216
2015
Q4 		$33K Buy
+710
New +$33.1K 0.01% 531

Other funds holding KXI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gupta Wealth Management's KXI Position: Q1 2016 in Review

Gupta Wealth Management sold out of iShares Global Consumer Staples ETF (KXI) in Q1 2016, closing a stake of 710 shares — an estimated $33K sold.

Gupta Wealth Management first reported a position in KXI in Q4 2015 and held it in 1 quarter. The position peaked at $33K in Q4 2015. 76 funds tracked by Wall St. Rank hold KXI as of Q1 2016.

  • Gupta Wealth Management reported no remaining iShares Global Consumer Staples ETF position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 710 iShares Global Consumer Staples ETF shares in Q1 2016, an estimated $33K.
  • Gupta Wealth Management first reported a position in iShares Global Consumer Staples ETF in Q4 2015 and held it in 1 quarter.
  • Gupta Wealth Management's iShares Global Consumer Staples ETF position peaked at $33K in Q4 2015.
  • 76 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.