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Sowell Financial Services’s iShares Global Consumer Discretionary ETF RXI Stock Holding History

Sowell Financial Services’s Portfolio RXI Stock Details RXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-90
Closed -$9K – 2635
2020
Q1 		$9K Hold
90
– – ﹤0.01% 1648
2019
Q4 		$11K Hold
90
– – ﹤0.01% 1659
2019
Q3 		$11K Buy
+90
New +$10.7K ﹤0.01% 1510

Other funds holding RXI

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
Bank of America
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return

Sowell Financial Services's RXI Position: Q2 2020 in Review

Sowell Financial Services sold out of iShares Global Consumer Discretionary ETF (RXI) in Q2 2020, closing a stake of 90 shares — an estimated $9K sold.

Sowell Financial Services first reported a position in RXI in Q3 2019 and held it in 3 quarters. The position peaked at $11K in Q4 2019. 52 funds tracked by Wall St. Rank hold RXI as of Q2 2020.

  • Sowell Financial Services reported no remaining iShares Global Consumer Discretionary ETF position as of Q2 2020 after selling out during the quarter.
  • Sowell Financial Services sold 90 iShares Global Consumer Discretionary ETF shares in Q2 2020, an estimated $9K.
  • Sowell Financial Services first reported a position in iShares Global Consumer Discretionary ETF in Q3 2019 and held it in 3 quarters.
  • Sowell Financial Services's iShares Global Consumer Discretionary ETF position peaked at $11K in Q4 2019.
  • 52 funds tracked by Wall St. Rank held iShares Global Consumer Discretionary ETF as of Q2 2020.

Based on Sowell Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.