Simplicity Solutions’s iShares US Consumer Staples ETF IYK Stock Holding History

Simplicity Solutions’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 Q3	–	Sell	-90,579	Closed	-$3.67M	–	747
2019 Q2	$3.67M	Buy	+90,579	New	+$3.65M	0.16%	104
2017 Q3	–	Sell	-8,694	Closed	-$353K	–	294
2017 Q2	$353K	Buy	+8,694	New	+$349K	0.04%	283
2015 Q1	–	Sell	-70,194	Closed	-$2.45M	–	92
2014 Q4	$2.45M	Buy	+70,194	New	+$2.4M	2.91%	10

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Simplicity Solutions's IYK Position: Q3 2019 in Review

Simplicity Solutions sold out of iShares US Consumer Staples ETF (IYK) in Q3 2019, closing a stake of 90,579 shares — an estimated $3.67M sold.

Simplicity Solutions first reported a position in IYK in Q4 2014 and held it in 3 quarters. The position peaked at $3.67M in Q2 2019. 109 funds tracked by Wall St. Rank hold IYK as of Q3 2019.

Simplicity Solutions reported no remaining iShares US Consumer Staples ETF position as of Q3 2019 after selling out during the quarter.
Simplicity Solutions sold 90,579 iShares US Consumer Staples ETF shares in Q3 2019, an estimated $3.67M.
Simplicity Solutions first reported a position in iShares US Consumer Staples ETF in Q4 2014 and held it in 3 quarters.
Simplicity Solutions's iShares US Consumer Staples ETF position peaked at $3.67M in Q2 2019.
109 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2019.

Based on Simplicity Solutions's 13F filing for Q3 2019, filed 7 Nov 2019.