Sargent Bickham Lagudis’s iShares Global Consumer Staples ETF KXI Stock Holding History

Sargent Bickham Lagudis’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	-690	Closed	-$35K	–	773
2018 Q3	$35K	Hold	690	–	–	﹤0.01%	417
2018 Q2	$34K	Hold	690	–	–	﹤0.01%	415
2018 Q1	$35K	Hold	690	–	–	﹤0.01%	414
2017 Q4	$37K	Hold	690	–	–	﹤0.01%	414
2017 Q3	$35K	Hold	690	–	–	﹤0.01%	423
2017 Q2	$35K	Hold	690	–	–	﹤0.01%	409
2017 Q1	$34K	Hold	690	–	–	﹤0.01%	416
2016 Q4	$32K	Sell	690 -442	-39%	-$20.7K	﹤0.01%	403
2016 Q3	$56	Hold	1,132	–	–	0.01%	327
2016 Q2	$57K	Sell	1,132 -130	-10%	-$6.36K	0.01%	328
2016 Q1	$61K	Buy	+1,262	New	+$58.6K	0.01%	332

Other funds holding KXI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Sargent Bickham Lagudis's KXI Position: Q4 2018 in Review

Sargent Bickham Lagudis sold out of iShares Global Consumer Staples ETF (KXI) in Q4 2018, closing a stake of 690 shares — an estimated $35K sold.

Sargent Bickham Lagudis first reported a position in KXI in Q1 2016 and held it in 11 quarters. The position peaked at $61K in Q1 2016. 104 funds tracked by Wall St. Rank hold KXI as of Q4 2018.

Sargent Bickham Lagudis reported no remaining iShares Global Consumer Staples ETF position as of Q4 2018 after selling out during the quarter.
Sargent Bickham Lagudis sold 690 iShares Global Consumer Staples ETF shares in Q4 2018, an estimated $35K.
Sargent Bickham Lagudis first reported a position in iShares Global Consumer Staples ETF in Q1 2016 and held it in 11 quarters.
Sargent Bickham Lagudis's iShares Global Consumer Staples ETF position peaked at $61K in Q1 2016.
104 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q4 2018.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2018, filed 13 Sep 2021.