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

Peachtree 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
-10,353
Closed -$416K – 79
2017
Q3 		$416K Sell
10,353
-2,340
-18% -$94.8K 0.36% 56
2017
Q2 		$515K Sell
12,693
-1,275
-9% -$51.2K 0.44% 51
2017
Q1 		$553K Sell
13,968
-1,545
-10% -$59.9K 0.51% 50
2016
Q4 		$573K Sell
15,513
-135
-0.9% -$5K 0.56% 50
2016
Q3 		$594K Buy
15,648
+120
+0.8% +$4.64K 0.58% 47
2016
Q2 		$597K Buy
15,528
+915
+6% +$34.4K 0.61% 48
2016
Q1 		$548K Buy
14,613
+2,694
+23% +$95.8K 0.55% 52
2015
Q4 		$431K Buy
11,919
+270
+2% +$9.74K 0.45% 59
2015
Q3 		$398K Buy
11,649
+1,569
+16% +$55.1K 0.41% 66
2015
Q2 		$352K Buy
10,080
+3,675
+57% +$131K 0.26% 96
2015
Q1 		$225K Buy
6,405
+5,595
+691% +$196K 0.16% 121
2014
Q4 		$28K Hold
810
– – 0.02% 235
2014
Q3 		$27K Buy
+810
New +$26.9K 0.02% 240

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

Peachtree Investment Advisors's IYK Position: Q4 2017 in Review

Peachtree Investment Advisors sold out of iShares US Consumer Staples ETF (IYK) in Q4 2017, closing a stake of 10,353 shares — an estimated $416K sold.

Peachtree Investment Advisors first reported a position in IYK in Q3 2014 and held it in 13 quarters. The position peaked at $597K in Q2 2016. 100 funds tracked by Wall St. Rank hold IYK as of Q4 2017.

  • Peachtree Investment Advisors reported no remaining iShares US Consumer Staples ETF position as of Q4 2017 after selling out during the quarter.
  • Peachtree Investment Advisors sold 10,353 iShares US Consumer Staples ETF shares in Q4 2017, an estimated $416K.
  • Peachtree Investment Advisors first reported a position in iShares US Consumer Staples ETF in Q3 2014 and held it in 13 quarters.
  • Peachtree Investment Advisors's iShares US Consumer Staples ETF position peaked at $597K in Q2 2016.
  • 100 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2017.

Based on Peachtree Investment Advisors's 13F filing for Q4 2017, filed 16 Jan 2018.