Atherton Lane Advisers’s iShares US Consumer Staples ETF IYK Stock Holding History

Atherton Lane Advisers’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
2015 Q4	$923K	Sell	25,530 -495	-2%	-$17.9K	0.05%	103
2015 Q3	$890K	Sell	26,025 -120	-0.5%	-$4.22K	0.06%	109
2015 Q2	$914K	Sell	26,145 -195	-0.7%	-$6.93K	0.05%	113
2015 Q1	$927K	Sell	26,340 -600	-2%	-$21.1K	0.05%	127
2014 Q4	$941K	Hold	26,940	–	–	0.05%	124
2014 Q3	$887K	Buy	26,940 +2,190	+9%	+$72.6K	0.05%	133
2014 Q2	$819K	Buy	+24,750	New	+$803K	0.05%	138

Other funds holding IYK

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

Atherton Lane Advisers's IYK Position: Q4 2015 in Review

Atherton Lane Advisers reduced its iShares US Consumer Staples ETF (IYK) stake by 1.9% in Q4 2015, selling an estimated $17.9K and leaving 25,530 shares worth $923K. The position accounts for 0.05% of the portfolio, ranked #103.

Atherton Lane Advisers first reported a position in IYK in Q2 2014 and has held it in 7 quarters since. The position peaked at $941K in Q4 2014. 103 funds tracked by Wall St. Rank hold IYK as of Q4 2015.

Atherton Lane Advisers held 25,530 shares of iShares US Consumer Staples ETF worth $923K as of Q4 2015.
Atherton Lane Advisers sold 495 iShares US Consumer Staples ETF shares in Q4 2015, an estimated $17.9K.
iShares US Consumer Staples ETF made up 0.05% of Atherton Lane Advisers's portfolio in Q4 2015, its #103 holding.
Atherton Lane Advisers first reported a position in iShares US Consumer Staples ETF in Q2 2014 and has held it in 7 quarters since.
Atherton Lane Advisers's iShares US Consumer Staples ETF position peaked at $941K in Q4 2014.
103 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.