Chevy Chase Trust
IYK icon

Chevy Chase Trust’s iShares US Consumer Staples ETF IYK Stock Holding History

Chevy Chase Trust’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
2019
Q1 		– Sell
-363
Closed -$13K – 694
2018
Q4 		$13K Buy
+363
New +$13.9K ﹤0.01% 714

Other funds holding IYK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Chevy Chase Trust's IYK Position: Q1 2019 in Review

Chevy Chase Trust sold out of iShares US Consumer Staples ETF (IYK) in Q1 2019, closing a stake of 363 shares — an estimated $13K sold.

Chevy Chase Trust first reported a position in IYK in Q4 2018 and held it in 1 quarter. The position peaked at $13K in Q4 2018. 102 funds tracked by Wall St. Rank hold IYK as of Q1 2019.

  • Chevy Chase Trust reported no remaining iShares US Consumer Staples ETF position as of Q1 2019 after selling out during the quarter.
  • Chevy Chase Trust sold 363 iShares US Consumer Staples ETF shares in Q1 2019, an estimated $13K.
  • Chevy Chase Trust first reported a position in iShares US Consumer Staples ETF in Q4 2018 and held it in 1 quarter.
  • Chevy Chase Trust's iShares US Consumer Staples ETF position peaked at $13K in Q4 2018.
  • 102 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2019.

Based on Chevy Chase Trust's 13F filing for Q1 2019, filed 13 May 2019.