KC
ACWI icon

Kingfisher Capital’s iShares MSCI ACWI ETF ACWI Stock Holding History

Kingfisher Capital’s Portfolio ACWI Stock Details ACWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-3,938
Closed -$233K – 110
2016
Q4 		$233K Sell
3,938
-8,221
-68% -$482K 0.18% 110
2016
Q3 		$719K Buy
12,159
+87
+0.7% +$5.07K 0.5% 84
2016
Q2 		$679K Buy
+12,072
New +$681K 0.45% 81

Other funds holding ACWI

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kingfisher Capital's ACWI Position: Q1 2017 in Review

Kingfisher Capital sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2017, closing a stake of 3,938 shares — an estimated $233K sold.

Kingfisher Capital first reported a position in ACWI in Q2 2016 and held it in 3 quarters. The position peaked at $719K in Q3 2016. 248 funds tracked by Wall St. Rank hold ACWI as of Q1 2017.

  • Kingfisher Capital reported no remaining iShares MSCI ACWI ETF position as of Q1 2017 after selling out during the quarter.
  • Kingfisher Capital sold 3,938 iShares MSCI ACWI ETF shares in Q1 2017, an estimated $233K.
  • Kingfisher Capital first reported a position in iShares MSCI ACWI ETF in Q2 2016 and held it in 3 quarters.
  • Kingfisher Capital's iShares MSCI ACWI ETF position peaked at $719K in Q3 2016.
  • 248 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2017.

Based on Kingfisher Capital's 13F filing for Q1 2017, filed 12 May 2017.