NEXT Financial Holdings’s iShares Global Consumer Staples ETF KXI Stock Holding History

NEXT Financial Holdings’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	$19K	Buy	+362	New	+$17.7K	﹤0.01%	971

Other funds holding KXI

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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

NEXT Financial Holdings's KXI Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in iShares Global Consumer Staples ETF (KXI) in Q1 2019: 362 shares worth $19K. The stake represents ﹤0.01% of the portfolio and ranks #971 among its holdings.

102 funds tracked by Wall St. Rank hold KXI as of Q1 2019.

NEXT Financial Holdings held 362 shares of iShares Global Consumer Staples ETF worth $19K as of Q1 2019.
iShares Global Consumer Staples ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares Global Consumer Staples ETF made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #971 holding.
102 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.