FDx Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

FDx Advisors’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 Q4	–	Sell	-4,977	Closed	-$200K	–	1275
2017 Q3	$200K	Sell	4,977 -3,222	-39%	-$131K	0.01%	1204
2017 Q2	$333K	Sell	8,199 -2,508	-23%	-$101K	0.01%	943
2017 Q1	$424K	Sell	10,707 -66	-0.6%	-$2.56K	0.01%	839
2016 Q4	$398K	Sell	10,773 -5,076	-32%	-$188K	0.01%	848
2016 Q3	$602K	Buy	15,849 +6,240	+65%	+$241K	0.03%	554
2016 Q2	$369K	Buy	9,609 +1,026	+12%	+$38.5K	0.02%	691
2016 Q1	$322K	Sell	8,583 -1,752	-17%	-$62.3K	0.01%	709
2015 Q4	$374K	Buy	+10,335	New	+$373K	0.02%	647

Other funds holding IYK

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 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

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

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

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

FDx Advisors's IYK Position: Q4 2017 in Review

FDx Advisors sold out of iShares US Consumer Staples ETF (IYK) in Q4 2017, closing a stake of 4,977 shares — an estimated $200K sold.

FDx Advisors first reported a position in IYK in Q4 2015 and held it in 8 quarters. The position peaked at $602K in Q3 2016. 100 funds tracked by Wall St. Rank hold IYK as of Q4 2017.

FDx Advisors reported no remaining iShares US Consumer Staples ETF position as of Q4 2017 after selling out during the quarter.
FDx Advisors sold 4,977 iShares US Consumer Staples ETF shares in Q4 2017, an estimated $200K.
FDx Advisors first reported a position in iShares US Consumer Staples ETF in Q4 2015 and held it in 8 quarters.
FDx Advisors's iShares US Consumer Staples ETF position peaked at $602K in Q3 2016.
100 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2017.

Based on FDx Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.