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Mid Atlantic Financial Management’s iShares Global Consumer Staples ETF KXI Stock Holding History

Mid Atlantic Financial 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
-128,206
Closed -$5.89M – 746
2018
Q4 		$5.89M Buy
+128,206
New +$6.29M 0.73% 25

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

Mid Atlantic Financial Management's KXI Position: Q1 2019 in Review

Mid Atlantic Financial Management sold out of iShares Global Consumer Staples ETF (KXI) in Q1 2019, closing a stake of 128,206 shares — an estimated $5.89M sold.

Mid Atlantic Financial Management first reported a position in KXI in Q4 2018 and held it in 1 quarter. The position peaked at $5.89M in Q4 2018. 102 funds tracked by Wall St. Rank hold KXI as of Q1 2019.

  • Mid Atlantic Financial Management reported no remaining iShares Global Consumer Staples ETF position as of Q1 2019 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 128,206 iShares Global Consumer Staples ETF shares in Q1 2019, an estimated $5.89M.
  • Mid Atlantic Financial Management first reported a position in iShares Global Consumer Staples ETF in Q4 2018 and held it in 1 quarter.
  • Mid Atlantic Financial Management's iShares Global Consumer Staples ETF position peaked at $5.89M in Q4 2018.
  • 102 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2019.

Based on Mid Atlantic Financial Management's 13F filing for Q1 2019, filed 7 May 2019.