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B. Riley Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

B. Riley Wealth Management’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
Q3 		– Sell
-630
Closed -$22K – 472
2015
Q2 		$22K Hold
630
– – 0.02% 585
2015
Q1 		$22K Buy
+630
New +$22.1K 0.02% 587
2014
Q3 		– Sell
-90
Closed -$2K – 1113
2014
Q2 		$2K Hold
90
– – ﹤0.01% 1036
2014
Q1 		$3K Buy
+90
New +$2.8K ﹤0.01% 962

Other funds holding IYK

BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

B. Riley Wealth Management's IYK Position: Q3 2015 in Review

B. Riley Wealth Management sold out of iShares US Consumer Staples ETF (IYK) in Q3 2015, closing a stake of 630 shares — an estimated $22K sold.

B. Riley Wealth Management first reported a position in IYK in Q1 2014 and held it in 4 quarters. The position peaked at $22K in Q2 2015. 86 funds tracked by Wall St. Rank hold IYK as of Q3 2015.

  • B. Riley Wealth Management reported no remaining iShares US Consumer Staples ETF position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 630 iShares US Consumer Staples ETF shares in Q3 2015, an estimated $22K.
  • B. Riley Wealth Management first reported a position in iShares US Consumer Staples ETF in Q1 2014 and held it in 4 quarters.
  • B. Riley Wealth Management's iShares US Consumer Staples ETF position peaked at $22K in Q2 2015.
  • 86 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.