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Allegis Investment Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Allegis Investment Advisors’s Portfolio IYK Stock Details IYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,092
Closed -$39K – 565
2015
Q4 		$39K Buy
+1,092
New +$39.4K 0.02% 385

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Morgan Stanley
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Bank of America
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
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Allegis Investment Advisors's IYK Position: Q1 2016 in Review

Allegis Investment Advisors sold out of iShares US Consumer Staples ETF (IYK) in Q1 2016, closing a stake of 1,092 shares — an estimated $39K sold.

Allegis Investment Advisors first reported a position in IYK in Q4 2015 and held it in 1 quarter. The position peaked at $39K in Q4 2015. 90 funds tracked by Wall St. Rank hold IYK as of Q1 2016.

  • Allegis Investment Advisors reported no remaining iShares US Consumer Staples ETF position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 1,092 iShares US Consumer Staples ETF shares in Q1 2016, an estimated $39K.
  • Allegis Investment Advisors first reported a position in iShares US Consumer Staples ETF in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's iShares US Consumer Staples ETF position peaked at $39K in Q4 2015.
  • 90 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.