Pinnacle Advisory Group’s iShares US Consumer Staples ETF IYK Stock Holding History

Pinnacle Advisory Group’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
2015 Q1	–	Sell	-22,380	Closed	-$458K	–	154
2014 Q4	$458K	Hold	22,380	–	–	0.04%	89
2014 Q3	$458K	Hold	22,380	–	–	0.06%	69
2014 Q2	$458K	Hold	22,380	–	–	0.05%	73
2014 Q1	$458K	Hold	22,380	–	–	0.05%	65
2013 Q4	$458K	Hold	22,380	–	–	0.05%	55
2013 Q3	$458K	Buy	+22,380	New	+$670K	0.05%	63

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 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

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

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

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

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

RIG

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

Pinnacle Advisory Group's IYK Position: Q1 2015 in Review

Pinnacle Advisory Group sold out of iShares US Consumer Staples ETF (IYK) in Q1 2015, closing a stake of 22,380 shares — an estimated $458K sold.

Pinnacle Advisory Group first reported a position in IYK in Q3 2013 and held it in 6 quarters. The position peaked at $458K in Q4 2014. 90 funds tracked by Wall St. Rank hold IYK as of Q1 2015.

Pinnacle Advisory Group reported no remaining iShares US Consumer Staples ETF position as of Q1 2015 after selling out during the quarter.
Pinnacle Advisory Group sold 22,380 iShares US Consumer Staples ETF shares in Q1 2015, an estimated $458K.
Pinnacle Advisory Group first reported a position in iShares US Consumer Staples ETF in Q3 2013 and held it in 6 quarters.
Pinnacle Advisory Group's iShares US Consumer Staples ETF position peaked at $458K in Q4 2014.
90 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2015.

Based on Pinnacle Advisory Group's 13F filing for Q1 2015, filed 1 May 2015.