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

Prime Capital 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
2018
Q4 		– Sell
-2,200
Closed -$111K – 401
2018
Q3 		$111K Hold
2,200
– – 0.04% 153
2018
Q2 		$108K Hold
2,200
– – 0.05% 154
2018
Q1 		$110K Hold
2,200
– – 0.08% 127
2017
Q4 		$117K Buy
+2,200
New +$114K 0.09% 120

Other funds holding KXI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Prime Capital Investment Advisors's KXI Position: Q4 2018 in Review

Prime Capital Investment Advisors sold out of iShares Global Consumer Staples ETF (KXI) in Q4 2018, closing a stake of 2,200 shares — an estimated $111K sold.

Prime Capital Investment Advisors first reported a position in KXI in Q4 2017 and held it in 4 quarters. The position peaked at $117K in Q4 2017. 104 funds tracked by Wall St. Rank hold KXI as of Q4 2018.

  • Prime Capital Investment Advisors reported no remaining iShares Global Consumer Staples ETF position as of Q4 2018 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 2,200 iShares Global Consumer Staples ETF shares in Q4 2018, an estimated $111K.
  • Prime Capital Investment Advisors first reported a position in iShares Global Consumer Staples ETF in Q4 2017 and held it in 4 quarters.
  • Prime Capital Investment Advisors's iShares Global Consumer Staples ETF position peaked at $117K in Q4 2017.
  • 104 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q4 2018.

Based on Prime Capital Investment Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.