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Arrow Financial’s iShares US Consumer Staples ETF IYK Stock Holding History

Arrow Financial’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
2018
Q2 		– Sell
-1,110
Closed -$44K – 338
2018
Q1 		$44K Hold
1,110
– – 0.01% 218
2017
Q4 		$47K Buy
+1,110
New +$45.6K 0.01% 214

Other funds holding IYK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Arrow Financial's IYK Position: Q2 2018 in Review

Arrow Financial sold out of iShares US Consumer Staples ETF (IYK) in Q2 2018, closing a stake of 1,110 shares — an estimated $44K sold.

Arrow Financial first reported a position in IYK in Q4 2017 and held it in 2 quarters. The position peaked at $47K in Q4 2017. 97 funds tracked by Wall St. Rank hold IYK as of Q2 2018.

  • Arrow Financial reported no remaining iShares US Consumer Staples ETF position as of Q2 2018 after selling out during the quarter.
  • Arrow Financial sold 1,110 iShares US Consumer Staples ETF shares in Q2 2018, an estimated $44K.
  • Arrow Financial first reported a position in iShares US Consumer Staples ETF in Q4 2017 and held it in 2 quarters.
  • Arrow Financial's iShares US Consumer Staples ETF position peaked at $47K in Q4 2017.
  • 97 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2018.

Based on Arrow Financial's 13F filing for Q2 2018, filed 30 Jul 2018.