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BigSur Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

BigSur 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
2018
Q2 		– Sell
-17,700
Closed -$702K – 106
2018
Q1 		$702K Buy
+17,700
New +$732K 0.5% 38

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RIG
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UCFA
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RJA
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Envestnet Asset Management
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Royal Bank of Canada
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CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

BigSur Wealth Management's IYK Position: Q2 2018 in Review

BigSur Wealth Management sold out of iShares US Consumer Staples ETF (IYK) in Q2 2018, closing a stake of 17,700 shares — an estimated $702K sold.

BigSur Wealth Management first reported a position in IYK in Q1 2018 and held it in 1 quarter. The position peaked at $702K in Q1 2018. 97 funds tracked by Wall St. Rank hold IYK as of Q2 2018.

  • BigSur Wealth Management reported no remaining iShares US Consumer Staples ETF position as of Q2 2018 after selling out during the quarter.
  • BigSur Wealth Management sold 17,700 iShares US Consumer Staples ETF shares in Q2 2018, an estimated $702K.
  • BigSur Wealth Management first reported a position in iShares US Consumer Staples ETF in Q1 2018 and held it in 1 quarter.
  • BigSur Wealth Management's iShares US Consumer Staples ETF position peaked at $702K in Q1 2018.
  • 97 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2018.

Based on BigSur Wealth Management's 13F filing for Q2 2018, filed 1 Aug 2018.