First Allied Advisory Services’s iShares US Consumer Staples ETF IYK Stock Holding History

First Allied Advisory Services’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
2020 Q3	$635K	Sell	12,765 -150	-1%	-$7.16K	0.02%	612
2020 Q2	$549K	Hold	12,915	–	–	0.02%	620
2020 Q1	$466K	Buy	12,915 +150	+1%	+$6.36K	0.02%	620
2019 Q4	$565K	Hold	12,765	–	–	0.02%	668
2019 Q3	$538K	Buy	12,765 +429	+3%	+$17.7K	0.02%	661
2019 Q2	$499K	Sell	12,336 -1,350	-10%	-$54.4K	0.02%	683
2019 Q1	$547K	Sell	13,686 -600	-4%	-$22.9K	0.02%	649
2018 Q4	$507K	Buy	14,286 +705	+5%	+$26.9K	0.02%	610
2018 Q3	$542K	Hold	13,581	–	–	0.02%	692
2018 Q2	$538K	Sell	13,581 -270	-2%	-$10.5K	0.02%	649
2018 Q1	$553K	Buy	13,851 +60	+0.4%	+$2.48K	0.02%	632
2017 Q4	$583K	Buy	13,791 +60	+0.4%	+$2.46K	0.02%	595
2017 Q3	$551K	Sell	13,731 -5,757	-30%	-$233K	0.02%	587
2017 Q2	$786K	Buy	19,488 +6,543	+51%	+$263K	0.04%	487
2017 Q1	$512K	Buy	12,945 +2,919	+29%	+$113K	0.03%	583
2016 Q4	$370K	Sell	10,026 -735	-7%	-$27.2K	0.02%	701
2016 Q3	$409K	Hold	10,761	–	–	0.02%	634
2016 Q2	$415K	Sell	10,761 -468	-4%	-$17.6K	0.02%	614
2016 Q1	$423K	Buy	11,229 +468	+4%	+$16.6K	0.02%	606
2015 Q4	$390K	Sell	10,761 -1,017	-9%	-$36.7K	0.02%	680
2015 Q3	$402K	Sell	11,778 -61,824	-84%	-$2.17M	0.02%	631
2015 Q2	$2.57M	Buy	73,602 +1,359	+2%	+$48.3K	0.12%	208
2015 Q1	$2.54M	Sell	72,243 -11,646	-14%	-$409K	0.17%	151
2014 Q4	$2.93M	Buy	83,889 +59,271	+241%	+$2.03M	0.21%	114
2014 Q3	$815K	Sell	24,618 -36,666	-60%	-$1.22M	0.06%	347
2014 Q2	$2.03M	Buy	61,284 +50,253	+456%	+$1.63M	0.15%	175
2014 Q1	$352K	Hold	11,031	–	–	0.03%	649
2013 Q4	$352K	Buy	11,031 +600	+6%	+$18.7K	0.03%	610
2013 Q3	$308K	Hold	10,431	–	–	0.02%	714
2013 Q2	$302K	Buy	+10,431	New	+$304K	0.02%	675

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

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

BHB

Bank Hapoalim BM Tel Aviv, Israel $1.5B AUM 26.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

RIG

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

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

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Allied Advisory Services's IYK Position: Q3 2020 in Review

First Allied Advisory Services reduced its iShares US Consumer Staples ETF (IYK) stake by 1.2% in Q3 2020, selling an estimated $7.16K and leaving 12,765 shares worth $635K. The position accounts for 0.02% of the portfolio, ranked #612.

First Allied Advisory Services first reported a position in IYK in Q2 2013 and has held it in 30 quarters since. The position peaked at $2.93M in Q4 2014. 129 funds tracked by Wall St. Rank hold IYK as of Q3 2020.

First Allied Advisory Services held 12,765 shares of iShares US Consumer Staples ETF worth $635K as of Q3 2020.
First Allied Advisory Services sold 150 iShares US Consumer Staples ETF shares in Q3 2020, an estimated $7.16K.
iShares US Consumer Staples ETF made up 0.02% of First Allied Advisory Services's portfolio in Q3 2020, its #612 holding.
First Allied Advisory Services first reported a position in iShares US Consumer Staples ETF in Q2 2013 and has held it in 30 quarters since.
First Allied Advisory Services's iShares US Consumer Staples ETF position peaked at $2.93M in Q4 2014.
129 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.