Westside Investment Management’s iShares Global Consumer Staples ETF KXI Stock Holding History

Westside Investment Management’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
2021 Q1	–	Sell	-100	Closed	-$5	–	729
2020 Q4	$5	Hold	100	–	–	﹤0.01%	556
2020 Q3	$5	Hold	100	–	–	﹤0.01%	548
2020 Q2	$5	Hold	100	–	–	﹤0.01%	537
2020 Q1	$4	Buy	+100	New	+$5.29K	﹤0.01%	550
2019 Q2	$5	Buy	+100	New	+$5.22K	﹤0.01%	551
2018 Q4	$9.19K	Buy	+200	New	+$9.82K	﹤0.01%	484
2018 Q3	–	Sell	-200	Closed	-$9.78K	–	791
2018 Q2	$9.78K	Hold	200	–	–	﹤0.01%	567
2018 Q1	$9.87K	Sell	200 -208	-51%	-$10.7K	0.01%	550
2017 Q4	$21.8K	Buy	408 +2	+0.5%	+$104	0.01%	396
2017 Q3	$20.7K	Hold	406	–	–	0.01%	386
2017 Q2	$20.5K	Hold	406	–	–	0.01%	378
2017 Q1	$20.1K	Sell	406 -2,194	-84%	-$106K	0.01%	354
2016 Q4	$24.6K	Buy	+2,600	New	+$122K	0.02%	253

Other funds holding KXI

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Westside Investment Management's KXI Position: Q1 2021 in Review

Westside Investment Management sold out of iShares Global Consumer Staples ETF (KXI) in Q1 2021, closing a stake of 100 shares — an estimated $5 sold.

Westside Investment Management first reported a position in KXI in Q4 2016 and held it in 13 quarters. The position peaked at $24.6K in Q4 2016. 119 funds tracked by Wall St. Rank hold KXI as of Q1 2021.

Westside Investment Management reported no remaining iShares Global Consumer Staples ETF position as of Q1 2021 after selling out during the quarter.
Westside Investment Management sold 100 iShares Global Consumer Staples ETF shares in Q1 2021, an estimated $5.
Westside Investment Management first reported a position in iShares Global Consumer Staples ETF in Q4 2016 and held it in 13 quarters.
Westside Investment Management's iShares Global Consumer Staples ETF position peaked at $24.6K in Q4 2016.
119 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2021.

Based on Westside Investment Management's 13F filing for Q1 2021, filed 14 Apr 2021.