Blue Granite Capital’s iShares US Consumer Staples ETF IYK Stock Holding History

Blue Granite Capital’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	$16K	Hold	375	–	–	0.01%	97
2017 Q3	$15K	Sell	375 -75	-17%	-$3.04K	0.01%	128
2017 Q2	$18K	Hold	450	–	–	0.01%	103
2017 Q1	$18K	Hold	450	–	–	0.01%	96
2016 Q4	$17K	Buy	+450	New	+$16.7K	0.01%	94

Other funds holding IYK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Blue Granite Capital's IYK Position: Q4 2017 in Review

Blue Granite Capital held its iShares US Consumer Staples ETF (IYK) position steady in Q4 2017 at 375 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #97.

Blue Granite Capital first reported a position in IYK in Q4 2016 and has held it in 5 quarters since. The position peaked at $18K in Q2 2017. 100 funds tracked by Wall St. Rank hold IYK as of Q4 2017.

Blue Granite Capital held 375 shares of iShares US Consumer Staples ETF worth $16K as of Q4 2017.
Blue Granite Capital left its iShares US Consumer Staples ETF share count unchanged in Q4 2017.
iShares US Consumer Staples ETF made up 0.01% of Blue Granite Capital's portfolio in Q4 2017, its #97 holding.
Blue Granite Capital first reported a position in iShares US Consumer Staples ETF in Q4 2016 and has held it in 5 quarters since.
Blue Granite Capital's iShares US Consumer Staples ETF position peaked at $18K in Q2 2017.
100 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2017.

Based on Blue Granite Capital's 13F filing for Q4 2017, filed 14 Feb 2018.