MPWT
IYK icon

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
2016
Q2 		– Hold
0
– – – 927
2016
Q1 		– Hold
0
– – – 895
2015
Q4 		– Sell
-375
Closed -$12.3K – 904
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

BA
BlackRock Advisors Wilmington, Delaware $92.2B AUM 15.8% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return