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

Destination 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 Q3	–	Sell	-129	Closed	-$5K	–	727
2018 Q2	$5K	Buy	+129	New	+$5.01K	﹤0.01%	441
2016 Q2	–	Sell	-39,180	Closed	-$1.42M	–	158
2016 Q1	$1.42M	Hold	39,180	–	–	0.14%	64
2015 Q4	$1.42M	Sell	39,180 -14,730	-27%	-$532K	0.14%	64
2015 Q3	$1.84M	Buy	53,910 +171	+0.3%	+$6.01K	0.2%	60
2015 Q2	$1.88M	Buy	+53,739	New	+$1.91M	0.12%	105

Other funds holding IYK

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Destination Wealth Management's IYK Position: Q3 2018 in Review

Destination Wealth Management sold out of iShares US Consumer Staples ETF (IYK) in Q3 2018, closing a stake of 129 shares — an estimated $5K sold.

Destination Wealth Management first reported a position in IYK in Q2 2015 and held it in 5 quarters. The position peaked at $1.88M in Q2 2015. 102 funds tracked by Wall St. Rank hold IYK as of Q3 2018.

Destination Wealth Management reported no remaining iShares US Consumer Staples ETF position as of Q3 2018 after selling out during the quarter.
Destination Wealth Management sold 129 iShares US Consumer Staples ETF shares in Q3 2018, an estimated $5K.
Destination Wealth Management first reported a position in iShares US Consumer Staples ETF in Q2 2015 and held it in 5 quarters.
Destination Wealth Management's iShares US Consumer Staples ETF position peaked at $1.88M in Q2 2015.
102 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2018.

Based on Destination Wealth Management's 13F filing for Q3 2018, filed 7 Nov 2018.