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

Heritage Wealth 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
2019 Q3	–	Sell	-2,400	Closed	-$97.2K	–	452
2019 Q2	$97.2K	Sell	2,400 -6,000	-71%	-$242K	0.01%	194
2019 Q1	$334K	Hold	8,400	–	–	0.06%	100
2018 Q4	$298K	Hold	8,400	–	–	0.06%	102
2018 Q3	$332K	Hold	8,400	–	–	0.07%	97
2018 Q2	$332K	Buy	+8,400	New	+$326K	0.12%	91

Other funds holding IYK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Heritage Wealth Advisors's IYK Position: Q3 2019 in Review

Heritage Wealth Advisors sold out of iShares US Consumer Staples ETF (IYK) in Q3 2019, closing a stake of 2,400 shares — an estimated $97.2K sold.

Heritage Wealth Advisors first reported a position in IYK in Q2 2018 and held it in 5 quarters. The position peaked at $334K in Q1 2019. 109 funds tracked by Wall St. Rank hold IYK as of Q3 2019.

Heritage Wealth Advisors reported no remaining iShares US Consumer Staples ETF position as of Q3 2019 after selling out during the quarter.
Heritage Wealth Advisors sold 2,400 iShares US Consumer Staples ETF shares in Q3 2019, an estimated $97.2K.
Heritage Wealth Advisors first reported a position in iShares US Consumer Staples ETF in Q2 2018 and held it in 5 quarters.
Heritage Wealth Advisors's iShares US Consumer Staples ETF position peaked at $334K in Q1 2019.
109 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2019.

Based on Heritage Wealth Advisors's 13F filing for Q3 2019, filed 30 Oct 2019.