MYCIO Wealth Partners’s iShares US Consumer Staples ETF IYK Stock Holding History

MYCIO Wealth Partners’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
2020 Q1	–	Sell	-9,006	Closed	-$400K	–	223
2019 Q4	$400K	Buy	9,006 +108	+1%	+$4.62K	0.03%	222
2019 Q3	$375K	Hold	8,898	–	–	0.03%	214
2019 Q2	$360K	Buy	8,898 +60	+0.7%	+$2.42K	0.03%	205
2019 Q1	$352K	Buy	8,838 +42	+0.5%	+$1.6K	0.03%	196
2018 Q4	$312K	Buy	8,796 +120	+1%	+$4.58K	0.03%	202
2018 Q3	$344K	Buy	8,676 +63	+0.7%	+$2.52K	0.03%	197
2018 Q2	$340K	Buy	+8,613	New	+$335K	0.04%	194

Other funds holding IYK

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RIG

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

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

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

RJA

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

MYCIO Wealth Partners's IYK Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of iShares US Consumer Staples ETF (IYK) in Q1 2020, closing a stake of 9,006 shares — an estimated $400K sold.

MYCIO Wealth Partners first reported a position in IYK in Q2 2018 and held it in 7 quarters. The position peaked at $400K in Q4 2019. 114 funds tracked by Wall St. Rank hold IYK as of Q1 2020.

MYCIO Wealth Partners reported no remaining iShares US Consumer Staples ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 9,006 iShares US Consumer Staples ETF shares in Q1 2020, an estimated $400K.
MYCIO Wealth Partners first reported a position in iShares US Consumer Staples ETF in Q2 2018 and held it in 7 quarters.
MYCIO Wealth Partners's iShares US Consumer Staples ETF position peaked at $400K in Q4 2019.
114 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.