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Stuart Chaussee & Associates’s iShares US Consumer Staples ETF IYK Stock Holding History

Stuart Chaussee & Associates’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
2016
Q1 		– Sell
-750
Closed -$27K – 88
2015
Q4 		$27K Buy
+750
New +$27.1K 0.03% 45

Other funds holding IYK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stuart Chaussee & Associates's IYK Position: Q1 2016 in Review

Stuart Chaussee & Associates sold out of iShares US Consumer Staples ETF (IYK) in Q1 2016, closing a stake of 750 shares — an estimated $27K sold.

Stuart Chaussee & Associates first reported a position in IYK in Q4 2015 and held it in 1 quarter. The position peaked at $27K in Q4 2015. 91 funds tracked by Wall St. Rank hold IYK as of Q1 2016.

  • Stuart Chaussee & Associates reported no remaining iShares US Consumer Staples ETF position as of Q1 2016 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 750 iShares US Consumer Staples ETF shares in Q1 2016, an estimated $27K.
  • Stuart Chaussee & Associates first reported a position in iShares US Consumer Staples ETF in Q4 2015 and held it in 1 quarter.
  • Stuart Chaussee & Associates's iShares US Consumer Staples ETF position peaked at $27K in Q4 2015.
  • 91 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2016.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2016, filed 27 Apr 2016.