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Westside Investment Management’s iShares Global Consumer Discretionary ETF RXI Stock Holding History

Westside Investment Management’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
2018
Q1 		– Sell
-103
Closed -$11.6K – 841
2017
Q4 		$11.6K Buy
103
+1
+1% +$106 0.01% 534
2017
Q3 		$10.6K Hold
102
– – 0.01% 534
2017
Q2 		$10.1K Hold
102
– – 0.01% 532
2017
Q1 		$9.72K Buy
+102
New +$9.59K ﹤0.01% 507

Other funds holding RXI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return

Westside Investment Management's RXI Position: Q1 2018 in Review

Westside Investment Management sold out of iShares Global Consumer Discretionary ETF (RXI) in Q1 2018, closing a stake of 103 shares — an estimated $11.6K sold.

Westside Investment Management first reported a position in RXI in Q1 2017 and held it in 4 quarters. The position peaked at $11.6K in Q4 2017. 63 funds tracked by Wall St. Rank hold RXI as of Q1 2018.

  • Westside Investment Management reported no remaining iShares Global Consumer Discretionary ETF position as of Q1 2018 after selling out during the quarter.
  • Westside Investment Management sold 103 iShares Global Consumer Discretionary ETF shares in Q1 2018, an estimated $11.6K.
  • Westside Investment Management first reported a position in iShares Global Consumer Discretionary ETF in Q1 2017 and held it in 4 quarters.
  • Westside Investment Management's iShares Global Consumer Discretionary ETF position peaked at $11.6K in Q4 2017.
  • 63 funds tracked by Wall St. Rank held iShares Global Consumer Discretionary ETF as of Q1 2018.

Based on Westside Investment Management's 13F filing for Q1 2018, filed 16 Apr 2018.