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

Aurora Financial 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
2017 Q4	$320K	Buy	+7,590	New	+$312K	0.23%	144

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 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

RJA

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

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

Aurora Financial Advisors's IYK Position: Q4 2017 in Review

Aurora Financial Advisors opened a new position in iShares US Consumer Staples ETF (IYK) in Q4 2017: 7,590 shares worth $320K. The stake represents 0.23% of the portfolio and ranks #144 among its holdings.

100 funds tracked by Wall St. Rank hold IYK as of Q4 2017.

Aurora Financial Advisors held 7,590 shares of iShares US Consumer Staples ETF worth $320K as of Q4 2017.
iShares US Consumer Staples ETF was a new Aurora Financial Advisors position in Q4 2017.
iShares US Consumer Staples ETF made up 0.23% of Aurora Financial Advisors's portfolio in Q4 2017, its #144 holding.
100 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2017.

Based on Aurora Financial Advisors's 13F filing for Q4 2017, filed 16 Mar 2018.