Winslow Evans & Crocker’s iShares Global Consumer Discretionary ETF RXI Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$16K	Buy	+100	New	+$14.6K	﹤0.01%	852
2017 Q3	–	Sell	-100	Closed	-$9.9K	–	1233
2017 Q2	$9.9K	Hold	100	–	–	﹤0.01%	919
2017 Q1	$9.65K	Hold	100	–	–	﹤0.01%	899
2016 Q4	$9.02K	Hold	100	–	–	﹤0.01%	906
2016 Q3	$8.94K	Hold	100	–	–	﹤0.01%	930
2016 Q2	$8.44K	Hold	100	–	–	﹤0.01%	921
2016 Q1	$8.86K	Hold	100	–	–	﹤0.01%	906
2015 Q4	$8.9K	Hold	100	–	–	﹤0.01%	938
2015 Q3	$8.54K	Hold	100	–	–	﹤0.01%	920
2015 Q2	$9.13K	Hold	100	–	–	﹤0.01%	951
2015 Q1	$9.05K	Hold	100	–	–	﹤0.01%	906
2014 Q4	$8.51K	Buy	100 +60	+150%	+$4.95K	﹤0.01%	921
2014 Q3	$3.23K	Hold	40	–	–	﹤0.01%	1189
2014 Q2	$3.36K	Hold	40	–	–	﹤0.01%	1114
2014 Q1	$3.28K	Hold	40	–	–	﹤0.01%	1103
2013 Q4	$3K	Buy	+40	New	+$3.23K	﹤0.01%	1236

Other funds holding RXI

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

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

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return

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

Winslow Evans & Crocker's RXI Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in iShares Global Consumer Discretionary ETF (RXI) in Q4 2020: 100 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #852 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in RXI as recently as Q2 2017.

Winslow Evans & Crocker first reported a position in RXI in Q4 2013 and has held it in 16 quarters since. 60 funds tracked by Wall St. Rank hold RXI as of Q4 2020.

Winslow Evans & Crocker held 100 shares of iShares Global Consumer Discretionary ETF worth $16K as of Q4 2020.
iShares Global Consumer Discretionary ETF was a new Winslow Evans & Crocker position in Q4 2020.
iShares Global Consumer Discretionary ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #852 holding.
Winslow Evans & Crocker first reported a position in iShares Global Consumer Discretionary ETF in Q4 2013 and has held it in 16 quarters since.
60 funds tracked by Wall St. Rank held iShares Global Consumer Discretionary ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.