MassMutual Private Wealth & Trust’s iShares US Consumer Staples ETF IYK Stock Holding History

MassMutual Private Wealth & Trust’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 Q4	–	Sell	-375	Closed	-$12.3K	–	888
2015 Q3	$12.3K	Hold	375	–	–	﹤0.01%	505
2015 Q2	$12.4K	Hold	375	–	–	﹤0.01%	467
2015 Q1	$13.2K	Hold	375	–	–	﹤0.01%	461
2014 Q4	$13.1K	Hold	375	–	–	﹤0.01%	382
2014 Q3	$12.3K	Hold	375	–	–	﹤0.01%	497
2014 Q2	$12.4K	Sell	375 -1,050	-74%	-$34.1K	﹤0.01%	337
2014 Q1	$45.2K	Buy	+1,425	New	+$44.4K	0.03%	206

Other funds holding IYK

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

MassMutual Private Wealth & Trust's IYK Position: Q4 2015 in Review

MassMutual Private Wealth & Trust sold out of iShares US Consumer Staples ETF (IYK) in Q4 2015, closing a stake of 375 shares — an estimated $12.3K sold.

MassMutual Private Wealth & Trust first reported a position in IYK in Q1 2014 and held it in 7 quarters. The position peaked at $45.2K in Q1 2014. 103 funds tracked by Wall St. Rank hold IYK as of Q4 2015.

MassMutual Private Wealth & Trust reported no remaining iShares US Consumer Staples ETF position as of Q4 2015 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 375 iShares US Consumer Staples ETF shares in Q4 2015, an estimated $12.3K.
MassMutual Private Wealth & Trust first reported a position in iShares US Consumer Staples ETF in Q1 2014 and held it in 7 quarters.
MassMutual Private Wealth & Trust's iShares US Consumer Staples ETF position peaked at $45.2K in Q1 2014.
103 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2015.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2015, filed 12 Feb 2016.