Joel Isaacson & Co’s iShares US Consumer Staples ETF IYK Stock Holding History

Joel Isaacson & Co’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 Q1	–	Sell	-1,269	Closed	-$47K	–	353
2016 Q4	$47K	Hold	1,269	–	–	0.01%	318
2016 Q3	$48K	Hold	1,269	–	–	0.01%	326
2016 Q2	$49K	Hold	1,269	–	–	0.01%	329
2016 Q1	$48K	Buy	+1,269	New	+$45.1K	0.01%	342

Other funds holding IYK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Joel Isaacson & Co's IYK Position: Q1 2017 in Review

Joel Isaacson & Co sold out of iShares US Consumer Staples ETF (IYK) in Q1 2017, closing a stake of 1,269 shares — an estimated $47K sold.

Joel Isaacson & Co first reported a position in IYK in Q1 2016 and held it in 4 quarters. The position peaked at $49K in Q2 2016. 89 funds tracked by Wall St. Rank hold IYK as of Q1 2017.

Joel Isaacson & Co reported no remaining iShares US Consumer Staples ETF position as of Q1 2017 after selling out during the quarter.
Joel Isaacson & Co sold 1,269 iShares US Consumer Staples ETF shares in Q1 2017, an estimated $47K.
Joel Isaacson & Co first reported a position in iShares US Consumer Staples ETF in Q1 2016 and held it in 4 quarters.
Joel Isaacson & Co's iShares US Consumer Staples ETF position peaked at $49K in Q2 2016.
89 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.