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Optimum Investment Advisors’s iShares Global Consumer Staples ETF KXI Stock Holding History

Optimum Investment Advisors’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
2015
Q1 		$7K Hold
158
– – ﹤0.01% 842
2014
Q4 		$7K Hold
158
– – ﹤0.01% 885
2014
Q3 		$7K Buy
158
+2
+1% +$89 ﹤0.01% 803
2014
Q2 		$7K Buy
+156
New +$6.97K ﹤0.01% 817

Other funds holding KXI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Optimum Investment Advisors's KXI Position: Q1 2015 in Review

Optimum Investment Advisors held its iShares Global Consumer Staples ETF (KXI) position steady in Q1 2015 at 158 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Optimum Investment Advisors first reported a position in KXI in Q2 2014 and has held it in 4 quarters since. 63 funds tracked by Wall St. Rank hold KXI as of Q1 2015.

  • Optimum Investment Advisors held 158 shares of iShares Global Consumer Staples ETF worth $7K as of Q1 2015.
  • Optimum Investment Advisors left its iShares Global Consumer Staples ETF share count unchanged in Q1 2015.
  • iShares Global Consumer Staples ETF made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #842 holding.
  • Optimum Investment Advisors first reported a position in iShares Global Consumer Staples ETF in Q2 2014 and has held it in 4 quarters since.
  • 63 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.