Nelson Capital Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Nelson Capital Management’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
2019 Q4	–	Sell	-720	Closed	-$30K	–	199
2019 Q3	$30K	Hold	720	–	–	0.01%	182
2019 Q2	$29K	Hold	720	–	–	0.01%	177
2019 Q1	$29K	Hold	720	–	–	0.01%	166
2018 Q4	$26K	Hold	720	–	–	0.01%	171
2018 Q3	$29K	Hold	720	–	–	0.01%	161
2018 Q2	$28K	Hold	720	–	–	0.01%	153
2018 Q1	$29K	Hold	720	–	–	0.01%	164
2017 Q4	$30K	Hold	720	–	–	0.01%	171
2017 Q3	$29K	Hold	720	–	–	0.01%	160
2017 Q2	$29K	Hold	720	–	–	0.01%	157
2017 Q1	$28K	Hold	720	–	–	0.01%	161
2016 Q4	$27K	Hold	720	–	–	0.01%	160
2016 Q3	$27K	Hold	720	–	–	0.01%	156
2016 Q2	$28K	Hold	720	–	–	0.01%	145
2016 Q1	$27K	Hold	720	–	–	0.01%	141
2015 Q4	$26K	Hold	720	–	–	0.01%	145
2015 Q3	$25K	Hold	720	–	–	0.01%	153
2015 Q2	$25K	Hold	720	–	–	0.01%	167
2015 Q1	$25K	Hold	720	–	–	0.01%	165
2014 Q4	$25K	Hold	720	–	–	0.01%	166
2014 Q3	$24K	Hold	720	–	–	0.01%	173
2014 Q2	$24K	Buy	+720	New	+$23.4K	0.01%	170

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

RIG

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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nelson Capital Management's IYK Position: Q4 2019 in Review

Nelson Capital Management sold out of iShares US Consumer Staples ETF (IYK) in Q4 2019, closing a stake of 720 shares — an estimated $30K sold.

Nelson Capital Management first reported a position in IYK in Q2 2014 and held it in 22 quarters. The position peaked at $30K in Q3 2019. 115 funds tracked by Wall St. Rank hold IYK as of Q4 2019.

Nelson Capital Management reported no remaining iShares US Consumer Staples ETF position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 720 iShares US Consumer Staples ETF shares in Q4 2019, an estimated $30K.
Nelson Capital Management first reported a position in iShares US Consumer Staples ETF in Q2 2014 and held it in 22 quarters.
Nelson Capital Management's iShares US Consumer Staples ETF position peaked at $30K in Q3 2019.
115 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.