WealthSource Partners
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WealthSource Partners’s iShares Global Consumer Staples ETF KXI Stock Holding History

WealthSource Partners’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
2016
Q4 		– Sell
-88,644
Closed -$4.4M – 272
2016
Q3 		$4.4M Sell
88,644
-10,470
-11% -$523K 1.61% 11
2016
Q2 		$4.96M Buy
+99,114
New +$4.84M 1.85% 11

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

WealthSource Partners's KXI Position: Q4 2016 in Review

WealthSource Partners sold out of iShares Global Consumer Staples ETF (KXI) in Q4 2016, closing a stake of 88,644 shares — an estimated $4.4M sold.

WealthSource Partners first reported a position in KXI in Q2 2016 and held it in 2 quarters. The position peaked at $4.96M in Q2 2016. 77 funds tracked by Wall St. Rank hold KXI as of Q4 2016.

  • WealthSource Partners reported no remaining iShares Global Consumer Staples ETF position as of Q4 2016 after selling out during the quarter.
  • WealthSource Partners sold 88,644 iShares Global Consumer Staples ETF shares in Q4 2016, an estimated $4.4M.
  • WealthSource Partners first reported a position in iShares Global Consumer Staples ETF in Q2 2016 and held it in 2 quarters.
  • WealthSource Partners's iShares Global Consumer Staples ETF position peaked at $4.96M in Q2 2016.
  • 77 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q4 2016.

Based on WealthSource Partners's 13F filing for Q4 2016, filed 17 Feb 2017.