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Mountain Capital Investment Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Mountain Capital Investment Advisors’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
Q4 		– Sell
-114
Closed -$5K – 227
2017
Q3 		$5K Hold
114
– – ﹤0.01% 343
2017
Q2 		$5K Buy
+114
New +$4.58K ﹤0.01% 375

Other funds holding IYK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
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

Mountain Capital Investment Advisors's IYK Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of iShares US Consumer Staples ETF (IYK) in Q4 2017, closing a stake of 114 shares — an estimated $5K sold.

Mountain Capital Investment Advisors first reported a position in IYK in Q2 2017 and held it in 2 quarters. The position peaked at $5K in Q3 2017. 100 funds tracked by Wall St. Rank hold IYK as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining iShares US Consumer Staples ETF position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 114 iShares US Consumer Staples ETF shares in Q4 2017, an estimated $5K.
  • Mountain Capital Investment Advisors first reported a position in iShares US Consumer Staples ETF in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's iShares US Consumer Staples ETF position peaked at $5K in Q3 2017.
  • 100 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.