Next Financial Group’s iShares Edge MSCI Multifactor Consumer Staples ETF CNSF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-3,450
Closed -$87K 1776
2017
Q3
$87K Hold
3,450
0.02% 536
2017
Q2
$88K Buy
+3,450
New +$88.4K 0.02% 584

Other funds holding CNSF

Next Financial Group's CNSF Position: Q4 2017 in Review

Next Financial Group sold out of iShares Edge MSCI Multifactor Consumer Staples ETF (CNSF) in Q4 2017, closing a stake of 3,450 shares — an estimated $87K sold.

Next Financial Group first reported a position in CNSF in Q2 2017 and held it in 2 quarters. The position peaked at $88K in Q2 2017. 2 funds tracked by Wall St. Rank hold CNSF as of Q4 2017.

  • Next Financial Group reported no remaining iShares Edge MSCI Multifactor Consumer Staples ETF position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 3,450 iShares Edge MSCI Multifactor Consumer Staples ETF shares in Q4 2017, an estimated $87K.
  • Next Financial Group first reported a position in iShares Edge MSCI Multifactor Consumer Staples ETF in Q2 2017 and held it in 2 quarters.
  • Next Financial Group's iShares Edge MSCI Multifactor Consumer Staples ETF position peaked at $88K in Q2 2017.
  • 2 funds tracked by Wall St. Rank held iShares Edge MSCI Multifactor Consumer Staples ETF as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.