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Institute for Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Institute for Wealth 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
2013
Q3 		– Sell
-1,368
Closed -$40K – 90
2013
Q2 		$40K Buy
+1,368
New +$39.9K 0.03% 58

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Institute for Wealth Management's IYK Position: Q3 2013 in Review

Institute for Wealth Management sold out of iShares US Consumer Staples ETF (IYK) in Q3 2013, closing a stake of 1,368 shares — an estimated $40K sold.

Institute for Wealth Management first reported a position in IYK in Q2 2013 and held it in 1 quarter. The position peaked at $40K in Q2 2013. 50 funds tracked by Wall St. Rank hold IYK as of Q3 2013.

  • Institute for Wealth Management reported no remaining iShares US Consumer Staples ETF position as of Q3 2013 after selling out during the quarter.
  • Institute for Wealth Management sold 1,368 iShares US Consumer Staples ETF shares in Q3 2013, an estimated $40K.
  • Institute for Wealth Management first reported a position in iShares US Consumer Staples ETF in Q2 2013 and held it in 1 quarter.
  • Institute for Wealth Management's iShares US Consumer Staples ETF position peaked at $40K in Q2 2013.
  • 50 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2013.

Based on Institute for Wealth Management's 13F filing for Q3 2013, filed 4 Nov 2013.