Strategic Wealth Partners’s iShares US Consumer Staples ETF IYK Stock Holding History

Strategic Wealth Partners’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
2018 Q4	–	Sell	-321	Closed	-$13K	–	693
2018 Q3	$13K	Hold	321	–	–	0.01%	420
2018 Q2	$13K	Hold	321	–	–	0.01%	489
2018 Q1	$13K	Hold	321	–	–	0.01%	453
2017 Q4	$13K	Buy	+321	New	+$13.2K	0.01%	433

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

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

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Strategic Wealth Partners's IYK Position: Q4 2018 in Review

Strategic Wealth Partners sold out of iShares US Consumer Staples ETF (IYK) in Q4 2018, closing a stake of 321 shares — an estimated $13K sold.

Strategic Wealth Partners first reported a position in IYK in Q4 2017 and held it in 4 quarters. The position peaked at $13K in Q3 2018. 111 funds tracked by Wall St. Rank hold IYK as of Q4 2018.

Strategic Wealth Partners reported no remaining iShares US Consumer Staples ETF position as of Q4 2018 after selling out during the quarter.
Strategic Wealth Partners sold 321 iShares US Consumer Staples ETF shares in Q4 2018, an estimated $13K.
Strategic Wealth Partners first reported a position in iShares US Consumer Staples ETF in Q4 2017 and held it in 4 quarters.
Strategic Wealth Partners's iShares US Consumer Staples ETF position peaked at $13K in Q3 2018.
111 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2018.

Based on Strategic Wealth Partners's 13F filing for Q4 2018, filed 24 Jan 2019.