KIA
IYK icon

KCM Investment Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

KCM Investment 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
2015
Q2 		– Sell
-6,375
Closed -$224K – 548
2015
Q1 		$224K Hold
6,375
– – 0.02% 488
2014
Q4 		$223K Hold
6,375
– – 0.02% 474
2014
Q3 		$210K Buy
+6,375
New +$211K 0.02% 472

Other funds holding IYK

BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

KCM Investment Advisors's IYK Position: Q2 2015 in Review

KCM Investment Advisors sold out of iShares US Consumer Staples ETF (IYK) in Q2 2015, closing a stake of 6,375 shares — an estimated $224K sold.

KCM Investment Advisors first reported a position in IYK in Q3 2014 and held it in 3 quarters. The position peaked at $224K in Q1 2015. 85 funds tracked by Wall St. Rank hold IYK as of Q2 2015.

  • KCM Investment Advisors reported no remaining iShares US Consumer Staples ETF position as of Q2 2015 after selling out during the quarter.
  • KCM Investment Advisors sold 6,375 iShares US Consumer Staples ETF shares in Q2 2015, an estimated $224K.
  • KCM Investment Advisors first reported a position in iShares US Consumer Staples ETF in Q3 2014 and held it in 3 quarters.
  • KCM Investment Advisors's iShares US Consumer Staples ETF position peaked at $224K in Q1 2015.
  • 85 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2015.

Based on KCM Investment Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.