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Elgethun Capital Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Elgethun Capital 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
2017
Q1 		– Sell
-60
Closed -$2K – 151
2016
Q4 		$2K Buy
+60
New +$2.22K ﹤0.01% 266

Other funds holding IYK

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Elgethun Capital Management's IYK Position: Q1 2017 in Review

Elgethun Capital Management sold out of iShares US Consumer Staples ETF (IYK) in Q1 2017, closing a stake of 60 shares — an estimated $2K sold.

Elgethun Capital Management first reported a position in IYK in Q4 2016 and held it in 1 quarter. The position peaked at $2K in Q4 2016. 89 funds tracked by Wall St. Rank hold IYK as of Q1 2017.

  • Elgethun Capital Management reported no remaining iShares US Consumer Staples ETF position as of Q1 2017 after selling out during the quarter.
  • Elgethun Capital Management sold 60 iShares US Consumer Staples ETF shares in Q1 2017, an estimated $2K.
  • Elgethun Capital Management first reported a position in iShares US Consumer Staples ETF in Q4 2016 and held it in 1 quarter.
  • Elgethun Capital Management's iShares US Consumer Staples ETF position peaked at $2K in Q4 2016.
  • 89 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2017.

Based on Elgethun Capital Management's 13F filing for Q1 2017, filed 11 May 2017.