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

Lake Point 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
2019
Q1 		– Sell
-27
Closed -$1K – 780
2018
Q4 		$1K Buy
+27
New +$1.33K ﹤0.01% 766

Other funds holding KXI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Lake Point Wealth Management's KXI Position: Q1 2019 in Review

Lake Point Wealth Management sold out of iShares Global Consumer Staples ETF (KXI) in Q1 2019, closing a stake of 27 shares — an estimated $1K sold.

Lake Point Wealth Management first reported a position in KXI in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 102 funds tracked by Wall St. Rank hold KXI as of Q1 2019.

  • Lake Point Wealth Management reported no remaining iShares Global Consumer Staples ETF position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 27 iShares Global Consumer Staples ETF shares in Q1 2019, an estimated $1K.
  • Lake Point Wealth Management first reported a position in iShares Global Consumer Staples ETF in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's iShares Global Consumer Staples ETF position peaked at $1K in Q4 2018.
  • 102 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.