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Samalin Investment Counsel’s iShares US Consumer Staples ETF IYK Stock Holding History

Samalin Investment Counsel’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
-2,523
Closed -$112K – 339
2019
Q4 		$112K Buy
+2,523
New +$108K 0.09% 210

Other funds holding IYK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Wells Fargo
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
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Samalin Investment Counsel's IYK Position: Q1 2020 in Review

Samalin Investment Counsel sold out of iShares US Consumer Staples ETF (IYK) in Q1 2020, closing a stake of 2,523 shares — an estimated $112K sold.

Samalin Investment Counsel first reported a position in IYK in Q4 2019 and held it in 1 quarter. The position peaked at $112K in Q4 2019. 114 funds tracked by Wall St. Rank hold IYK as of Q1 2020.

  • Samalin Investment Counsel reported no remaining iShares US Consumer Staples ETF position as of Q1 2020 after selling out during the quarter.
  • Samalin Investment Counsel sold 2,523 iShares US Consumer Staples ETF shares in Q1 2020, an estimated $112K.
  • Samalin Investment Counsel first reported a position in iShares US Consumer Staples ETF in Q4 2019 and held it in 1 quarter.
  • Samalin Investment Counsel's iShares US Consumer Staples ETF position peaked at $112K in Q4 2019.
  • 114 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2020.

Based on Samalin Investment Counsel's 13F filing for Q1 2020, filed 4 May 2020.