United Capital Financial Advisors’s iShares Global Consumer Staples ETF KXI Stock Holding History

United Capital Financial 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 Q1	–	Sell	-6,874	Closed	-$364K	–	1333
2017 Q4	$364K	Buy	6,874 +72	+1%	+$3.73K	﹤0.01%	1048
2017 Q3	$346K	Buy	6,802 +276	+4%	+$14.2K	﹤0.01%	1063
2017 Q2	$334K	Buy	6,526 +70	+1%	+$3.6K	﹤0.01%	1042
2017 Q1	$321K	Hold	6,456	–	–	﹤0.01%	1030
2016 Q4	$297K	Buy	6,456 +20	+0.3%	+$938	﹤0.01%	1054
2016 Q3	$320K	Hold	6,436	–	–	﹤0.01%	1056
2016 Q2	$322K	Sell	6,436 -126	-2%	-$6.16K	﹤0.01%	1015
2016 Q1	$320K	Hold	6,562	–	–	﹤0.01%	991
2015 Q4	$305K	Buy	+6,562	New	+$306K	﹤0.01%	1012

Other funds holding KXI

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return

United Capital Financial Advisors's KXI Position: Q1 2018 in Review

United Capital Financial Advisors sold out of iShares Global Consumer Staples ETF (KXI) in Q1 2018, closing a stake of 6,874 shares — an estimated $364K sold.

United Capital Financial Advisors first reported a position in KXI in Q4 2015 and held it in 9 quarters. The position peaked at $364K in Q4 2017. 84 funds tracked by Wall St. Rank hold KXI as of Q1 2018.

United Capital Financial Advisors reported no remaining iShares Global Consumer Staples ETF position as of Q1 2018 after selling out during the quarter.
United Capital Financial Advisors sold 6,874 iShares Global Consumer Staples ETF shares in Q1 2018, an estimated $364K.
United Capital Financial Advisors first reported a position in iShares Global Consumer Staples ETF in Q4 2015 and held it in 9 quarters.
United Capital Financial Advisors's iShares Global Consumer Staples ETF position peaked at $364K in Q4 2017.
84 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2018.

Based on United Capital Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.