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Crosspoint Capital Strategies’s iShares US Consumer Staples ETF IYK Stock Holding History

Crosspoint Capital Strategies’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
Q1 		– Sell
-285
Closed -$10K – 482
2015
Q4 		$10K Buy
+285
New +$10.3K ﹤0.01% 694
2015
Q3 		– Sell
-300
Closed -$10K – 830
2015
Q2 		$10K Hold
300
– – ﹤0.01% 524
2015
Q1 		$11K Buy
+300
New +$10.5K 0.01% 386

Other funds holding IYK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Crosspoint Capital Strategies's IYK Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of iShares US Consumer Staples ETF (IYK) in Q1 2016, closing a stake of 285 shares — an estimated $10K sold.

Crosspoint Capital Strategies first reported a position in IYK in Q1 2015 and held it in 3 quarters. The position peaked at $11K in Q1 2015. 91 funds tracked by Wall St. Rank hold IYK as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining iShares US Consumer Staples ETF position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 285 iShares US Consumer Staples ETF shares in Q1 2016, an estimated $10K.
  • Crosspoint Capital Strategies first reported a position in iShares US Consumer Staples ETF in Q1 2015 and held it in 3 quarters.
  • Crosspoint Capital Strategies's iShares US Consumer Staples ETF position peaked at $11K in Q1 2015.
  • 91 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.