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James Investment Research’s iShares US Consumer Staples ETF IYK Stock Holding History

James Investment Research’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
2014
Q1 		– Sell
-3,300
Closed -$105K – 534
2013
Q4 		$105K Buy
+3,300
New +$103K ﹤0.01% 340

Other funds holding IYK

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
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
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
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

James Investment Research's IYK Position: Q1 2014 in Review

James Investment Research sold out of iShares US Consumer Staples ETF (IYK) in Q1 2014, closing a stake of 3,300 shares — an estimated $105K sold.

James Investment Research first reported a position in IYK in Q4 2013 and held it in 1 quarter. The position peaked at $105K in Q4 2013. 63 funds tracked by Wall St. Rank hold IYK as of Q1 2014.

  • James Investment Research reported no remaining iShares US Consumer Staples ETF position as of Q1 2014 after selling out during the quarter.
  • James Investment Research sold 3,300 iShares US Consumer Staples ETF shares in Q1 2014, an estimated $105K.
  • James Investment Research first reported a position in iShares US Consumer Staples ETF in Q4 2013 and held it in 1 quarter.
  • James Investment Research's iShares US Consumer Staples ETF position peaked at $105K in Q4 2013.
  • 63 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2014.

Based on James Investment Research's 13F filing for Q1 2014, filed 24 Apr 2014.