Winslow Evans & Crocker’s iShares Global Consumer Staples ETF KXI Stock Holding History

Winslow Evans & Crocker’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 Q3	–	Sell	-100	Closed	-$5.01K	–	1307
2016 Q2	$5.01K	Hold	100	–	–	﹤0.01%	1032
2016 Q1	$4.87K	Hold	100	–	–	﹤0.01%	1031
2015 Q4	$4.65K	Hold	100	–	–	﹤0.01%	1086
2015 Q3	$4.44K	Hold	100	–	–	﹤0.01%	1059
2015 Q2	$4.5K	Hold	100	–	–	﹤0.01%	1104
2015 Q1	$4.58K	Hold	100	–	–	﹤0.01%	1052
2014 Q4	$4.48K	Hold	100	–	–	﹤0.01%	1069
2014 Q3	$4.39K	Hold	100	–	–	﹤0.01%	1127
2014 Q2	$4.49K	Hold	100	–	–	﹤0.01%	1054
2014 Q1	$4.32K	Hold	100	–	–	﹤0.01%	1059
2013 Q4	$4K	Buy	+100	New	+$4.26K	﹤0.01%	1175

Other funds holding KXI

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Winslow Evans & Crocker's KXI Position: Q3 2016 in Review

Winslow Evans & Crocker sold out of iShares Global Consumer Staples ETF (KXI) in Q3 2016, closing a stake of 100 shares — an estimated $5.01K sold.

Winslow Evans & Crocker first reported a position in KXI in Q4 2013 and held it in 11 quarters. The position peaked at $5.01K in Q2 2016. 75 funds tracked by Wall St. Rank hold KXI as of Q3 2016.

Winslow Evans & Crocker reported no remaining iShares Global Consumer Staples ETF position as of Q3 2016 after selling out during the quarter.
Winslow Evans & Crocker sold 100 iShares Global Consumer Staples ETF shares in Q3 2016, an estimated $5.01K.
Winslow Evans & Crocker first reported a position in iShares Global Consumer Staples ETF in Q4 2013 and held it in 11 quarters.
Winslow Evans & Crocker's iShares Global Consumer Staples ETF position peaked at $5.01K in Q2 2016.
75 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2016.

Based on Winslow Evans & Crocker's 13F filing for Q3 2016, filed 21 Oct 2016.