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

Stratos 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	-1,806	Closed	-$72K	–	1666
2018 Q3	$72K	Buy	+1,806	New	+$72.3K	﹤0.01%	1284
2018 Q2	–	Sell	-1,860	Closed	-$74K	–	1789
2018 Q1	$74K	Buy	1,860 +519	+39%	+$21.5K	﹤0.01%	1361
2017 Q4	$57K	Buy	+1,341	New	+$55.1K	﹤0.01%	1450
2017 Q3	–	Sell	-5,991	Closed	-$243K	–	943
2017 Q2	$243K	Buy	+5,991	New	+$241K	0.01%	713

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

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

Stratos Wealth Partners sold out of iShares US Consumer Staples ETF (IYK) in Q4 2018, closing a stake of 1,806 shares — an estimated $72K sold.

Stratos Wealth Partners first reported a position in IYK in Q2 2017 and held it in 4 quarters. The position peaked at $243K in Q2 2017. 111 funds tracked by Wall St. Rank hold IYK as of Q4 2018.

Stratos Wealth Partners reported no remaining iShares US Consumer Staples ETF position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 1,806 iShares US Consumer Staples ETF shares in Q4 2018, an estimated $72K.
Stratos Wealth Partners first reported a position in iShares US Consumer Staples ETF in Q2 2017 and held it in 4 quarters.
Stratos Wealth Partners's iShares US Consumer Staples ETF position peaked at $243K in Q2 2017.
111 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.