Maryland Capital Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Maryland Capital 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	–	Sell	-6,399	Closed	-$236K	–	169
2016 Q4	$236K	Buy	+6,399	New	+$237K	0.04%	156
2015 Q3	–	Sell	-5,805	Closed	-$203K	–	171
2015 Q2	$203K	Sell	5,805 -1,386	-19%	-$49.3K	0.03%	173
2015 Q1	$253K	Buy	7,191 +351	+5%	+$12.3K	0.04%	157
2014 Q4	$239K	Hold	6,840	–	–	0.04%	166
2014 Q3	$225K	Hold	6,840	–	–	0.04%	169
2014 Q2	$226K	Buy	6,840 +165	+2%	+$5.36K	0.04%	167
2014 Q1	$212K	Sell	6,675 -4,122	-38%	-$128K	0.04%	165
2013 Q4	$344K	Sell	10,797 -930	-8%	-$28.9K	0.05%	155
2013 Q3	$349K	Buy	11,727 +255	+2%	+$7.64K	0.06%	158
2013 Q2	$332K	Buy	+11,472	New	+$334K	0.06%	159

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

Maryland Capital Management's IYK Position: Q1 2017 in Review

Maryland Capital Management sold out of iShares US Consumer Staples ETF (IYK) in Q1 2017, closing a stake of 6,399 shares — an estimated $236K sold.

Maryland Capital Management first reported a position in IYK in Q2 2013 and held it in 10 quarters. The position peaked at $349K in Q3 2013. 89 funds tracked by Wall St. Rank hold IYK as of Q1 2017.

Maryland Capital Management reported no remaining iShares US Consumer Staples ETF position as of Q1 2017 after selling out during the quarter.
Maryland Capital Management sold 6,399 iShares US Consumer Staples ETF shares in Q1 2017, an estimated $236K.
Maryland Capital Management first reported a position in iShares US Consumer Staples ETF in Q2 2013 and held it in 10 quarters.
Maryland Capital Management's iShares US Consumer Staples ETF position peaked at $349K in Q3 2013.
89 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2017.

Based on Maryland Capital Management's 13F filing for Q1 2017, filed 15 May 2017.