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

LBA 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
2017 Q1	$110K	Sell	2,775 -300	-10%	-$11.6K	0.06%	141
2016 Q4	$113K	Sell	3,075 -360	-10%	-$13.3K	0.06%	137
2016 Q3	$130K	Hold	3,435	–	–	0.07%	132
2016 Q2	$132K	Hold	3,435	–	–	0.07%	132
2016 Q1	$129K	Sell	3,435 -420	-11%	-$14.9K	0.07%	130
2015 Q4	$139K	Hold	3,855	–	–	0.08%	140
2015 Q3	$132K	Hold	3,855	–	–	0.08%	130
2015 Q2	$135K	Hold	3,855	–	–	0.08%	120
2015 Q1	$136K	Sell	3,855 -450	-10%	-$15.8K	0.09%	114
2014 Q4	$150K	Sell	4,305 -150	-3%	-$5.13K	0.1%	115
2014 Q3	$147K	Sell	4,455 -600	-12%	-$19.9K	0.1%	109
2014 Q2	$167K	Sell	5,055 -510	-9%	-$16.6K	0.14%	92
2014 Q1	$177K	Hold	5,565	–	–	0.15%	88
2013 Q4	$178K	Buy	+5,565	New	+$173K	0.15%	82

Other funds holding IYK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LBA Wealth Management's IYK Position: Q1 2017 in Review

LBA Wealth Management reduced its iShares US Consumer Staples ETF (IYK) stake by 9.8% in Q1 2017, selling an estimated $11.6K and leaving 2,775 shares worth $110K. The position accounts for 0.06% of the portfolio, ranked #141.

LBA Wealth Management first reported a position in IYK in Q4 2013 and has held it in 14 quarters since. The position peaked at $178K in Q4 2013. 89 funds tracked by Wall St. Rank hold IYK as of Q1 2017.

LBA Wealth Management held 2,775 shares of iShares US Consumer Staples ETF worth $110K as of Q1 2017.
LBA Wealth Management sold 300 iShares US Consumer Staples ETF shares in Q1 2017, an estimated $11.6K.
iShares US Consumer Staples ETF made up 0.06% of LBA Wealth Management's portfolio in Q1 2017, its #141 holding.
LBA Wealth Management first reported a position in iShares US Consumer Staples ETF in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's iShares US Consumer Staples ETF position peaked at $178K in Q4 2013.
89 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.