Ashburton (Jersey)’s iShares US Consumer Staples ETF IYK Stock Holding History

Ashburton (Jersey)’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
2019 Q2	–	Sell	-2,040	Closed	-$81K	–	110
2019 Q1	$81K	Hold	2,040	–	–	0.04%	35
2018 Q4	$72K	Hold	2,040	–	–	0.03%	49
2018 Q3	$81K	Hold	2,040	–	–	0.03%	59
2018 Q2	$80K	Buy	+2,040	New	+$79.3K	0.03%	57

Other funds holding IYK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Ashburton (Jersey)'s IYK Position: Q2 2019 in Review

Ashburton (Jersey) sold out of iShares US Consumer Staples ETF (IYK) in Q2 2019, closing a stake of 2,040 shares — an estimated $81K sold.

Ashburton (Jersey) first reported a position in IYK in Q2 2018 and held it in 4 quarters. The position peaked at $81K in Q1 2019. 110 funds tracked by Wall St. Rank hold IYK as of Q2 2019.

Ashburton (Jersey) reported no remaining iShares US Consumer Staples ETF position as of Q2 2019 after selling out during the quarter.
Ashburton (Jersey) sold 2,040 iShares US Consumer Staples ETF shares in Q2 2019, an estimated $81K.
Ashburton (Jersey) first reported a position in iShares US Consumer Staples ETF in Q2 2018 and held it in 4 quarters.
Ashburton (Jersey)'s iShares US Consumer Staples ETF position peaked at $81K in Q1 2019.
110 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2019.

Based on Ashburton (Jersey)'s 13F filing for Q2 2019, filed 26 Jul 2019.