Butensky & Cohen Financial Security’s iShares US Consumer Staples ETF IYK Stock Holding History

Butensky & Cohen Financial Security’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
2016 Q2	–	Sell	-1,095	Closed	-$41K	–	126
2016 Q1	$41K	Hold	1,095	–	–	0.04%	78
2015 Q4	$40K	Buy	1,095 +30	+3%	+$1.08K	0.04%	81
2015 Q3	$36K	Hold	1,065	–	–	0.04%	80
2015 Q2	$37K	Buy	1,065 +75	+8%	+$2.67K	0.04%	83
2015 Q1	$35K	Hold	990	–	–	0.03%	84
2014 Q4	$35K	Buy	+990	New	+$33.9K	0.04%	84

Other funds holding IYK

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Butensky & Cohen Financial Security's IYK Position: Q2 2016 in Review

Butensky & Cohen Financial Security sold out of iShares US Consumer Staples ETF (IYK) in Q2 2016, closing a stake of 1,095 shares — an estimated $41K sold.

Butensky & Cohen Financial Security first reported a position in IYK in Q4 2014 and held it in 6 quarters. The position peaked at $41K in Q1 2016. 100 funds tracked by Wall St. Rank hold IYK as of Q2 2016.

Butensky & Cohen Financial Security reported no remaining iShares US Consumer Staples ETF position as of Q2 2016 after selling out during the quarter.
Butensky & Cohen Financial Security sold 1,095 iShares US Consumer Staples ETF shares in Q2 2016, an estimated $41K.
Butensky & Cohen Financial Security first reported a position in iShares US Consumer Staples ETF in Q4 2014 and held it in 6 quarters.
Butensky & Cohen Financial Security's iShares US Consumer Staples ETF position peaked at $41K in Q1 2016.
100 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2016.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2016, filed 25 Jul 2016.