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Jackson Grant Investment Advisers’s iShares Global Consumer Staples ETF KXI Stock Holding History

Jackson Grant Investment Advisers’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
2017
Q4 		– Sell
-512
Closed -$26K – 215
2017
Q3 		$26K Buy
+512
New +$26.3K 0.02% 175

Other funds holding KXI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return

Jackson Grant Investment Advisers's KXI Position: Q4 2017 in Review

Jackson Grant Investment Advisers sold out of iShares Global Consumer Staples ETF (KXI) in Q4 2017, closing a stake of 512 shares — an estimated $26K sold.

Jackson Grant Investment Advisers first reported a position in KXI in Q3 2017 and held it in 1 quarter. The position peaked at $26K in Q3 2017. 89 funds tracked by Wall St. Rank hold KXI as of Q4 2017.

  • Jackson Grant Investment Advisers reported no remaining iShares Global Consumer Staples ETF position as of Q4 2017 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 512 iShares Global Consumer Staples ETF shares in Q4 2017, an estimated $26K.
  • Jackson Grant Investment Advisers first reported a position in iShares Global Consumer Staples ETF in Q3 2017 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's iShares Global Consumer Staples ETF position peaked at $26K in Q3 2017.
  • 89 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q4 2017.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2017, filed 1 Feb 2018.