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Patriot Financial Group Insurance Agency’s iShares US Consumer Staples ETF IYK Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-324
Closed -$13K – 934
2017
Q2 		$13K Buy
+324
New +$13K 0.01% 477

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Patriot Financial Group Insurance Agency's IYK Position: Q3 2017 in Review

Patriot Financial Group Insurance Agency sold out of iShares US Consumer Staples ETF (IYK) in Q3 2017, closing a stake of 324 shares — an estimated $13K sold.

Patriot Financial Group Insurance Agency first reported a position in IYK in Q2 2017 and held it in 1 quarter. The position peaked at $13K in Q2 2017. 95 funds tracked by Wall St. Rank hold IYK as of Q3 2017.

  • Patriot Financial Group Insurance Agency reported no remaining iShares US Consumer Staples ETF position as of Q3 2017 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 324 iShares US Consumer Staples ETF shares in Q3 2017, an estimated $13K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares US Consumer Staples ETF in Q2 2017 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's iShares US Consumer Staples ETF position peaked at $13K in Q2 2017.
  • 95 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2017.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2017, filed 26 Oct 2017.