WFG Advisors’s iShares Global Consumer Staples ETF KXI Stock Holding History

WFG 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
2015 Q1	–	Sell	-844	Closed	-$38K	–	1934
2014 Q4	$38K	Sell	844 -1,838	-69%	-$82.3K	0.01%	990
2014 Q3	$118K	Buy	2,682 +26	+1%	+$1.16K	0.02%	602
2014 Q2	$119K	Hold	2,656	–	–	0.02%	596
2014 Q1	$115K	Hold	2,656	–	–	0.02%	590
2013 Q4	$114K	Buy	2,656 +18	+0.7%	+$767	0.02%	694
2013 Q3	$109K	Buy	2,638 +22	+0.8%	+$905	0.02%	676
2013 Q2	$104K	Buy	+2,616	New	+$109K	0.02%	656

Other funds holding KXI

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

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

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

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

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

WFG Advisors's KXI Position: Q1 2015 in Review

WFG Advisors sold out of iShares Global Consumer Staples ETF (KXI) in Q1 2015, closing a stake of 844 shares — an estimated $38K sold.

WFG Advisors first reported a position in KXI in Q2 2013 and held it in 7 quarters. The position peaked at $119K in Q2 2014. 63 funds tracked by Wall St. Rank hold KXI as of Q1 2015.

WFG Advisors reported no remaining iShares Global Consumer Staples ETF position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 844 iShares Global Consumer Staples ETF shares in Q1 2015, an estimated $38K.
WFG Advisors first reported a position in iShares Global Consumer Staples ETF in Q2 2013 and held it in 7 quarters.
WFG Advisors's iShares Global Consumer Staples ETF position peaked at $119K in Q2 2014.
63 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.