DI
IYK icon

DFPG Investments’s iShares US Consumer Staples ETF IYK Stock Holding History

DFPG Investments’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
Q4 		– Sell
-17,340
Closed -$714K – 174
2019
Q3 		$714K Buy
17,340
+5,058
+41% +$209K 0.59% 50
2019
Q2 		$503K Buy
+12,282
New +$495K 0.48% 65

Other funds holding IYK

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
UBS Group
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DFPG Investments's IYK Position: Q4 2019 in Review

DFPG Investments sold out of iShares US Consumer Staples ETF (IYK) in Q4 2019, closing a stake of 17,340 shares — an estimated $714K sold.

DFPG Investments first reported a position in IYK in Q2 2019 and held it in 2 quarters. The position peaked at $714K in Q3 2019. 115 funds tracked by Wall St. Rank hold IYK as of Q4 2019.

  • DFPG Investments reported no remaining iShares US Consumer Staples ETF position as of Q4 2019 after selling out during the quarter.
  • DFPG Investments sold 17,340 iShares US Consumer Staples ETF shares in Q4 2019, an estimated $714K.
  • DFPG Investments first reported a position in iShares US Consumer Staples ETF in Q2 2019 and held it in 2 quarters.
  • DFPG Investments's iShares US Consumer Staples ETF position peaked at $714K in Q3 2019.
  • 115 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2019.

Based on DFPG Investments's 13F filing for Q4 2019, filed 4 Feb 2020.