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Moors & Cabot’s iShares US Consumer Staples ETF IYK Stock Holding History

Moors & Cabot’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
2014
Q3 		– Sell
-10,050
Closed -$334K – 555
2014
Q2 		$334K Buy
+10,050
New +$326K 0.06% 354

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Moors & Cabot's IYK Position: Q3 2014 in Review

Moors & Cabot sold out of iShares US Consumer Staples ETF (IYK) in Q3 2014, closing a stake of 10,050 shares — an estimated $334K sold.

Moors & Cabot first reported a position in IYK in Q2 2014 and held it in 1 quarter. The position peaked at $334K in Q2 2014. 69 funds tracked by Wall St. Rank hold IYK as of Q3 2014.

  • Moors & Cabot reported no remaining iShares US Consumer Staples ETF position as of Q3 2014 after selling out during the quarter.
  • Moors & Cabot sold 10,050 iShares US Consumer Staples ETF shares in Q3 2014, an estimated $334K.
  • Moors & Cabot first reported a position in iShares US Consumer Staples ETF in Q2 2014 and held it in 1 quarter.
  • Moors & Cabot's iShares US Consumer Staples ETF position peaked at $334K in Q2 2014.
  • 69 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2014.

Based on Moors & Cabot's 13F filing for Q3 2014, filed 12 Nov 2014.